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iShares Core S&P Mid-Cap ETF

2,417 hedge funds and large institutions have $79.1B invested in iShares Core S&P Mid-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 974 increasing their positions, 953 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,417
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
337
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$32M
Puts
$4.37M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
551
Smithbridge Asset Management
Pennsylvania
$9.3M
NCM
552
Novare Capital Management
North Carolina
$9.27M
AAS
553
Asset Allocation Strategies
Michigan
$9.26M
AWM
554
Avaii Wealth Management
Wisconsin
$9.24M
ISWM
555
Independent Solutions Wealth Management
New York
$9.23M
PWA
556
Physician Wealth Advisors
Utah
$9.19M
MA
557
Mutual Advisors
Nebraska
$9.17M
PCIA
558
Prime Capital Investment Advisors
Kansas
$9.16M
JE
559
JMAC Enterprises
Pennsylvania
$9.06M
SWM
560
Spire Wealth Management
Virginia
$9.05M
BWA
561
BlueChip Wealth Advisors
Georgia
$8.97M
AI
562
Atria Investments
North Carolina
$8.93M
BHBT
563
Burke & Herbert Bank & Trust
Virginia
$8.84M
CWA
564
Clarus Wealth Advisors
Arizona
$8.84M
LGA
565
Lebenthal Global Advisors
New York
$8.83M
SBH
566
Segall Bryant & Hamill
Illinois
$8.83M
SLT
567
St Louis Trust
Missouri
$8.8M
NHT
568
New Hampshire Trust
New Hampshire
$8.76M
LRWA
569
Long Run Wealth Advisors
New York
$8.7M
MWM
570
Mascoma Wealth Management
New Hampshire
$8.69M
OWM
571
Opes Wealth Management
California
$8.66M
FPW
572
Flagship Private Wealth
Massachusetts
$8.62M
CNBTD
573
Citizens National Bank Trust Department
Mississippi
$8.62M
DJYG
574
David J. Yvars Group
Florida
$8.61M
RIA
575
Richwood Investment Advisors
Ohio
$8.61M