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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
LT
651
Legacy Trust
Michigan
$7.2M +$87.3K +1,358 +1%
D
652
Dentgroup
Louisiana
$7.19M -$4.05M -63,052 -36%
PFA
653
Pettinga Financial Advisors
Indiana
$7.16M +$14.5K +225 +0.2%
ACA
654
Aptus Capital Advisors
Alabama
$7.15M -$209K -3,256 -3%
B
655
Birchbrook
Maine
$7.14M +$173K +2,685 +3%
CCWA
656
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.14M -$523K -8,137 -7%
EWM
657
EPG Wealth Management
Georgia
$7.09M +$103K +1,605 +1%
GCA
658
Greenwood Capital Associates
South Carolina
$7.08M -$1.15M -17,878 -14%
TDWM
659
Topel & Distasi Wealth Management
California
$7.06M -$110K -1,704 -2%
MCCP
660
Mission Creek Capital Partners
California
$7.05M +$1.58M +24,569 +29%
TH
661
TCTC Holdings
Texas
$7.03M +$438K +6,820 +7%
FC
662
Financial Council
Maryland
$7.01M +$5.27K +82 +0.1%
DCM
663
Donaldson Capital Management
Indiana
$7.01M +$354K +5,513 +5%
SSWM
664
Sheets Smith Wealth Management
North Carolina
$7M +$64 +1 +0%
VFPW
665
Vantage Financial Partners (Wisconsin)
Wisconsin
$6.97M -$160K -2,482 -2%
AFS
666
AFG Fiduciary Services
Massachusetts
$6.94M -$18.4K -287 -0.3%
GWM
667
Global Wealth Management
New Jersey
$6.91M -$10.9K -170 -0.2%
ANBT
668
American National Bank & Trust
Texas
$6.9M -$99.1K -1,542 -1%
SAM
669
Silvercrest Asset Management
New York
$6.89M +$2.59M +40,271 +62%
FFO
670
Fortitude Family Office
Arizona
$6.89M -$176K -2,741 -3%
DWT
671
Dorsey & Whitney Trust
South Dakota
$6.86M -$149K -2,326 -2%
CFD
672
Creative Financial Designs
Indiana
$6.84M +$121K +1,884 +2%
RCAG
673
Rehmann Capital Advisory Group
Michigan
$6.83M +$6.72M +104,629 New
ECM
674
Evergreen Capital Management
Washington
$6.83M +$458K +7,125 +7%
EA
675
Enclave Advisors
Texas
$6.81M -$1.4M -21,721 -17%