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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
KFO
476
Kopp Family Office
Minnesota
$12M +$720K +11,200 +6%
CIA
477
Choate Investment Advisors
Massachusetts
$12M -$109K -1,696 -0.9%
PG
478
Proffitt & Goodson
Tennessee
$12M +$262K +4,082 +2%
PBF
479
Petix & Botte Financial
California
$11.9M -$779K -12,118 -6%
NGA
480
Naples Global Advisors
Florida
$11.9M +$144K +2,248 +1%
CFB
481
Cullen/Frost Bankers
Texas
$11.8M -$363K -5,647 -3%
ANTB
482
AMG National Trust Bank
Colorado
$11.8M -$261K -4,060 -2%
TCM
483
Telos Capital Management
California
$11.8M +$192K +2,981 +2%
QCM
484
Quantinno Capital Management
New York
$11.7M +$2.78M +43,200 +32%
GC
485
Grimes & Company
Massachusetts
$11.7M +$235K +3,657 +2%
IA
486
IFG Advisory
Georgia
$11.7M -$1.53M -23,734 -12%
WPW
487
Waldron Private Wealth
Pennsylvania
$11.7M -$919K -14,297 -7%
SAG
488
SageView Advisory Group
California
$11.6M -$773K -12,032 -6%
AF
489
AtlasMark Financial
Texas
$11.6M +$1.07M +16,605 +10%
SQA
490
Simon Quick Advisors
New Jersey
$11.5M +$91.6K +1,425 +0.8%
PAG
491
Private Advisory Group
Washington
$11.5M +$269K +4,191 +2%
CFA
492
Cahill Financial Advisors
Minnesota
$11.5M +$123K +1,917 +1%
MWM
493
MTC Wealth Management
Florida
$11.5M -$153K -2,386 -1%
TF
494
Tompkins Financial
New York
$11.4M -$2.27M -35,367 -17%
COPPSERS
495
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$11.3M -$2.58M -40,148 -19%
FCBT
496
First Citizens Bank & Trust
North Carolina
$11.2M +$103K +1,598 +0.9%
WB
497
WesBanco Bank
West Virginia
$11.2M -$387K -6,020 -3%
CCB
498
Country Club Bank
Missouri
$11.1M +$162K +2,526 +2%
AF
499
Affiance Financial
Minnesota
$11.1M -$38.3K -596 -0.3%
RFO
500
RiverGlades Family Offices
Florida
$11.1M +$90.8K +1,413 +0.8%