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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
UWPG
626
Ullmann Wealth Partners Group
Florida
$7.58M -$174K -2,707 -2%
SFMG
627
Sage Financial Management Group
Virginia
$7.58M +$2.4M +37,324 +47%
WG
628
Watchman Group
Texas
$7.57M -$133K -2,062 -2%
BHIA
629
Birch Hill Investment Advisors
Massachusetts
$7.56M -$62.3K -970 -0.8%
MFA
630
Mayflower Financial Advisors
Massachusetts
$7.55M -$309K -4,812 -4%
BCM
631
Boltwood Capital Management
California
$7.54M -$27K -420 -0.4%
Chevy Chase Trust
632
Chevy Chase Trust
Maryland
$7.53M -$109K -1,696 -1%
PB
633
Pinnacle Bancorp
Nebraska
$7.52M -$351K -5,454 -5%
WIA
634
World Investment Advisors
California
$7.5M +$437K +6,799 +6%
TCG
635
Transcendent Capital Group
Oklahoma
$7.47M +$523K +8,131 +8%
PFS
636
Prospera Financial Services
Texas
$7.44M -$24.6K -383 -0.3%
CPW
637
Crestmont Private Wealth
Texas
$7.4M +$73.8K +1,148 +1%
FG
638
Fiduciary Group
Georgia
$7.4M -$55.3K -861 -0.8%
PGWM
639
Parisi Gray Wealth Management
New Jersey
$7.38M +$11.4K +178 +0.2%
MF
640
Meridian Financial
Massachusetts
$7.37M -$326K -5,078 -4%
EWA
641
Exencial Wealth Advisors
Oklahoma
$7.35M -$243K -3,780 -3%
BOH
642
Bank of Hawaii
Hawaii
$7.34M
JWM
643
JPL Wealth Management
Colorado
$7.33M -$95K -1,479 -1%
ICM
644
III Capital Management
Florida
$7.31M +$7.2M +112,000 New
PPC
645
Park Place Capital
Alabama
$7.31M +$616K +9,593 +9%
Barclays
646
Barclays
United Kingdom
$7.3M -$27.5M -427,845 -79%
QCIG
647
Quad-Cities Investment Group
Iowa
$7.3M +$10.5K +163 +0.1%
BTWM
648
Baker Tilly Wealth Management
Wisconsin
$7.28M -$98K -1,525 -1%
National Bank of Canada
649
National Bank of Canada
Quebec, Canada
$7.27M -$990K -15,399 -12%
AFP
650
Alpha Financial Partners
Kentucky
$7.24M +$179K +2,789 +3%