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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
CGFA
551
Colton Groome Financial Advisors
North Carolina
$9.57M +$254K +3,957 +3%
GVAG
552
Great Valley Advisor Group
Delaware
$9.49M -$1.99M -30,959 -18%
RPC
553
Rossmore Private Capital
Connecticut
$9.47M -$168K -2,620 -2%
CT
554
Caldwell Trust
Florida
$9.37M +$136K +2,117 +1%
RhumbLine Advisers
555
RhumbLine Advisers
Massachusetts
$9.32M +$1.87M +29,115 +26%
SAM
556
Smithbridge Asset Management
Pennsylvania
$9.3M +$604K +9,399 +7%
NCM
557
Novare Capital Management
North Carolina
$9.27M +$141K +2,194 +2%
AAS
558
Asset Allocation Strategies
Michigan
$9.26M -$1.77M -27,504 -16%
AWM
559
Avaii Wealth Management
Wisconsin
$9.24M +$193K +2,999 +2%
ISWM
560
Independent Solutions Wealth Management
New York
$9.23M -$28.1K -437 -0.3%
PWA
561
Physician Wealth Advisors
Utah
$9.19M -$68.3K -1,063 -0.7%
MA
562
Mutual Advisors
Nebraska
$9.17M +$373K +5,810 +4%
PCIA
563
Prime Capital Investment Advisors
Kansas
$9.16M +$19.5K +304 +0.2%
NPT
564
National Philanthropic Trust
Pennsylvania
$9.14M -$508K -7,899 -5%
JE
565
JMAC Enterprises
Pennsylvania
$9.06M +$234K +3,641 +3%
SWM
566
Spire Wealth Management
Virginia
$9.05M -$911K -14,173 -9%
BWA
567
BlueChip Wealth Advisors
Georgia
$8.97M +$128K +1,984 +1%
AI
568
Atria Investments
North Carolina
$8.93M -$822K -12,784 -9%
BHBT
569
Burke & Herbert Bank & Trust
Virginia
$8.84M -$97.7K -1,520 -1%
CWA
570
Clarus Wealth Advisors
Arizona
$8.84M +$232K +3,611 +3%
LGA
571
Lebenthal Global Advisors
New York
$8.83M +$156K +2,423 +2%
SBH
572
Segall Bryant & Hamill
Illinois
$8.83M +$2.97M +46,187 +52%
SLT
573
St Louis Trust
Missouri
$8.8M
NHT
574
New Hampshire Trust
New Hampshire
$8.76M -$50.6K -787 -0.6%
LRWA
575
Long Run Wealth Advisors
New York
$8.7M +$6.47M +100,616 +308%