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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
MWM
576
Mascoma Wealth Management
New Hampshire
$8.69M -$127K -1,979 -1%
OWM
577
Opes Wealth Management
California
$8.66M -$21.1K -329 -0.2%
FPW
578
Flagship Private Wealth
Massachusetts
$8.62M +$1.97M +30,723 +30%
CNBTD
579
Citizens National Bank Trust Department
Mississippi
$8.62M -$103K -1,600 -1%
DJYG
580
David J. Yvars Group
Florida
$8.61M -$835K -12,991 -9%
RIA
581
Richwood Investment Advisors
Ohio
$8.61M -$22.9K -356 -0.3%
VBFG
582
Vishria Bird Financial Group
Tennessee
$8.6M -$28.7K -446 -0.3%
OSAM
583
O'Shaughnessy Asset Management
Connecticut
$8.59M +$2.54M +39,524 +43%
TSWM
584
Triangle Securities Wealth Management
North Carolina
$8.55M +$300K +4,674 +4%
MIM
585
MetLife Investment Management
New Jersey
$8.55M -$64.3K -1,000 -0.8%
BAM
586
Belpointe Asset Management
Nevada
$8.54M -$528K -8,214 -6%
EB
587
Eastern Bank
Massachusetts
$8.52M -$151K -2,343 -2%
NAM
588
NorthCrest Asset Manangement
Minnesota
$8.52M -$581K -9,044 -6%
GIA
589
GHP Investment Advisors
Colorado
$8.52M -$74.6K -1,161 -0.9%
SW
590
SlateStone Wealth
Florida
$8.52M +$731K +11,375 +10%
PWP
591
Precedent Wealth Partners
Texas
$8.5M -$461K -7,166 -5%
PBO
592
Peoples Bank (Ohio)
Ohio
$8.47M -$369K -5,741 -4%
AA
593
Advisory Alpha
Michigan
$8.42M +$11.4K +178 +0.1%
AIMC
594
Alley Investment Management Company
Illinois
$8.4M -$20.1K -312 -0.2%
EL
595
EWA LLC
Pennsylvania
$8.35M +$351K +5,461 +4%
PWW
596
Pettyjohn Wood & White
Virginia
$8.31M +$35.5K +552 +0.4%
WS
597
Wela Strategies
Georgia
$8.3M -$51K -793 -0.6%
UFPG
598
United Financial Planning Group
New York
$8.27M +$8.15M +126,789 New
RFG
599
RFP Financial Group
Georgia
$8.25M +$11.1K +172 +0.1%
GWMR
600
GC Wealth Management RIA
Massachusetts
$8.22M