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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
BFP
451
Beacon Financial Planning
Massachusetts
$13M -$337K -5,239 -3%
FWTB
452
First Western Trust Bank
Colorado
$12.9M -$672K -10,452 -5%
KPWG
453
KFA Private Wealth Group
Virginia
$12.9M +$457K +7,113 +4%
HFS
454
Hopwood Financial Services
Virginia
$12.9M +$196K +3,051 +2%
CICC
455
Capital Investment Counsel (Colorado)
Colorado
$12.9M +$395K +6,148 +3%
GA
456
GFS Advisors
Texas
$12.9M +$419K +6,527 +3%
PCP
457
Panoramic Capital Partners
Oregon
$12.8M +$499K +7,761 +4%
CAL
458
Capital Analysts LLC
Pennsylvania
$12.8M +$667K +10,377 +6%
WAG
459
Winthrop Advisory Group
Massachusetts
$12.8M -$1.75M -27,299 -12%
DAS
460
Dynamic Advisor Solutions
Arizona
$12.7M -$7.88M -122,692 -39%
MWP
461
Madison Wealth Partners
Wisconsin
$12.5M +$95.7K +1,489 +0.8%
SIC
462
Sterling Investment Counsel
New York
$12.5M +$5.5M +85,564 +81%
OFG
463
Omega Financial Group
California
$12.5M +$452K +7,028 +4%
IWMA
464
Ironwood Wealth Management (Arizona)
Arizona
$12.5M -$124K -1,935 -1%
PA
465
Parallel Advisors
California
$12.4M +$507K +7,886 +4%
FCP
466
Fidelis Capital Partners
Florida
$12.4M +$969K +15,076 +9%
FF
467
Finley Financial
Nevada
$12.4M +$2.62M +40,758 +27%
JWCA
468
J.W. Cole Advisors
Florida
$12.3M -$459K -7,140 -4%
RF
469
Robinswood Financial
Washington
$12.3M -$1.37M -21,378 -10%
HR
470
Hardy Reed
Mississippi
$12.3M -$54K -840 -0.4%
HWM
471
HB Wealth Management
Georgia
$12.2M +$2.71M +42,225 +29%
MBT
472
Montecito Bank & Trust
California
$12.2M +$12M +186,379 New
AWM
473
AAF Wealth Management
Massachusetts
$12.1M +$297K +4,619 +3%
CAM
474
Campion Asset Management
Virginia
$12.1M +$232K +3,611 +2%
TD Asset Management
475
TD Asset Management
Ontario, Canada
$12M -$39.4M -613,716 -77%