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iShares Core S&P Mid-Cap ETF

2,446 hedge funds and large institutions have $79.2B invested in iShares Core S&P Mid-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 129 funds opening new positions, 982 increasing their positions, 964 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

630% more call options, than puts

Call options by funds: $32M | Put options by funds: $4.37M

77% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 73

5% more capital invested

Capital invested by funds: $75.7B → $79.2B (+$3.53B)

2% more repeat investments, than reductions

Existing positions increased: 982 | Existing positions reduced: 964

0% more funds holding

Funds holding: 2,4362,446 (+10)

0.77% less ownership

Funds ownership: 79.54%78.77% (-0.77%)

6% less funds holding in top 10

Funds holding in top 10: 361338 (-23)

Holders
2,446
Holders Change
+10
Holders Change %
+0.41%
% of All Funds
32.1%
Holding in Top 10
338
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-6.37%
% of All Funds
4.44%
New
129
Increased
982
Reduced
964
Closed
73
Calls
$32M
Puts
$4.37M
Net Calls
+$27.6M
Net Calls Change
-$4.69M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
426
Apollon Financial
South Carolina
$14.1M +$6.48M +100,804 +88%
EWA
427
Encompass Wealth Advisors
Oregon
$14M +$440K +6,852 +3%
TCM
428
Towercrest Capital Management
Pennsylvania
$14M +$1.33M +20,636 +11%
PAI
429
Pittenger & Anderson Inc
Nebraska
$14M +$199K +3,104 +1%
JMFC
430
J.M. Forbes & Co
Massachusetts
$14M +$181K +2,821 +1%
WWM
431
Western Wealth Management
Colorado
$13.9M +$61.5K +957 +0.5%
KFP
432
KMG Fiduciary Partners
Ohio
$13.9M +$976K +15,194 +8%
MMA
433
Miracle Mile Advisors
California
$13.8M -$4.17M -64,859 -24%
MWM
434
Meridian Wealth Management
Kentucky
$13.7M +$3.08K +48 +0%
NYLIM
435
New York Life Investment Management
New York
$13.6M +$754K +11,740 +6%
BCI
436
Brinker Capital Investments
Pennsylvania
$13.6M +$1.06M +16,481 +9%
NCM
437
Neumann Capital Management
California
$13.6M -$52.2K -812 -0.4%
VAS
438
Vestmark Advisory Solutions
Massachusetts
$13.6M -$8.03M -124,943 -37%
VA
439
VestGen Advisors
Illinois
$13.6M -$10.5M -163,452 -44%
AIP
440
Ameritas Investment Partners
Nebraska
$13.6M +$318K +4,942 +2%
PSCM
441
Per Stirling Capital Management
Texas
$13.5M -$511K -7,948 -4%
HCM
442
Highview Capital Management
Illinois
$13.4M -$430K -6,687 -3%
LHC
443
Little House Capital
Massachusetts
$13.4M +$423K +6,584 +3%
AQR Capital Management
444
AQR Capital Management
Connecticut
$13.3M +$6.49M +100,914 +98%
IA
445
IFP Advisors
Florida
$13.2M +$501K +7,800 +4%
RSWM
446
Robertson Stephens Wealth Management
California
$13M -$538K -8,365 -4%
RWMH
447
Riverpoint Wealth Management Holdings
Illinois
$13M -$8.93K -139 -0.1%
FBT
448
First Bank & Trust
South Dakota
$13M -$1.37M -21,309 -10%
FW
449
Fairway Wealth
Ohio
$13M +$471K +7,325 +4%
FWM
450
FFT Wealth Management
Pennsylvania
$13M +$500K +7,775 +4%