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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
TA
526
TruWealth Advisors
Louisiana
$10.3M +$105K +1,631 +1%
EIP
527
Ellis Investment Partners
Pennsylvania
$10.2M -$157K -2,446 -2%
SFP
528
Sandbox Financial Partners
Maryland
$10.2M +$513K +7,984 +5%
LFAS
529
Level Four Advisory Services
Texas
$10.2M +$65.4K +1,017 +0.7%
HHWM
530
Hiley Hunt Wealth Management
Nebraska
$10.1M +$345K +5,376 +4%
SW
531
StrongBox Wealth
Missouri
$10.1M +$544K +8,459 +6%
KWM
532
Kingsview Wealth Management
Oregon
$10.1M +$414K +6,447 +4%
TA
533
Tectonic Advisors
Texas
$10.1M +$373K +5,801 +4%
SIM
534
Stratos Investment Management
Ohio
$10.1M +$345K +5,363 +4%
MHC
535
May Hill Capital
Massachusetts
$10.1M -$1.01M -15,732 -9%
LSPW
536
Lake Street Private Wealth
Illinois
$10.1M +$151K +2,343 +2%
CFFNO
537
Common Fund For Nonprofit Organizations
Connecticut
$10M -$5.9M -91,751 -37%
1NWS
538
1 North Wealth Services
Maryland
$9.94M -$1.58M -24,625 -14%
LKWM
539
Lee-Kelleher Wealth Management
Maryland
$9.9M +$608K +9,454 +7%
ABC
540
Associated Banc-Corp
Wisconsin
$9.87M -$403K -6,267 -4%
RP
541
Rice Partnership
Hawaii
$9.87M +$61.1K +950 +0.6%
GWMIA
542
Global Wealth Management Investment Advisory
Florida
$9.78M +$202K +3,137 +2%
YP
543
YANKCOM Partnership
South Dakota
$9.77M +$351K +5,454 +4%
NAM
544
NTV Asset Management
West Virginia
$9.73M -$354K -5,513 -4%
DC
545
Destiny Capital
Colorado
$9.71M +$249K +3,870 +3%
PS
546
Principal Securities
Iowa
$9.67M -$2.17M -33,728 -19%
AFS
547
Aft Forsyth & Sober
Florida
$9.67M -$996K -15,500 -9%
FHA
548
Flagship Harbor Advisors
Massachusetts
$9.61M +$1.64M +25,592 +21%
ACA
549
Affinity Capital Advisors
California
$9.6M +$1.13M +17,518 +14%
RSVP
550
Ramsay Stattman Vela & Price
Colorado
$9.57M +$54K +840 +0.6%