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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
AWMG
676
Alliance Wealth Management Group
New Jersey
$6.8M +$1.47M +22,836 +28%
CHC
677
City Holding Co
West Virginia
$6.77M -$138K -2,148 -2%
BWM
678
Boyd Wealth Management
California
$6.76M -$7.67M -119,279 -54%
SCM
679
SOL Capital Management
Maryland
$6.76M -$661K -10,278 -9%
PGFC
680
Peapack-Gladstone Financial Corp
New Jersey
$6.72M -$848K -13,197 -11%
AC
681
AlphaCore Capital
California
$6.71M +$146K +2,268 +2%
American Century Companies
682
American Century Companies
Missouri
$6.7M +$1.44M +22,400 +28%
LIA
683
Lynx Investment Advisory
District of Columbia
$6.62M -$33.2K -516 -0.5%
SC
684
Stephenson & Company
California
$6.6M +$141K +2,198 +2%
CWA
685
Cascade Wealth Advisors
Washington
$6.6M -$3.14M -48,925 -33%
RIG
686
RiverFront Investment Group
Virginia
$6.58M +$997K +15,510 +18%
SCTC
687
Sanibel Captiva Trust Company
Florida
$6.49M +$3.5M +54,494 +121%
CB
688
Centennial Bank
Arkansas
$6.48M -$6.43K -100 -0.1%
CSA
689
Cottage Street Advisors
Massachusetts
$6.47M -$12.3K -192 -0.2%
BWCS
690
Beirne Wealth Consulting Services
Connecticut
$6.46M +$43.7K +680 +0.7%
GA
691
Goldstein Advisors
Wisconsin
$6.45M -$127K -1,977 -2%
WPC
692
Wedmont Private Capital
Pennsylvania
$6.4M -$159K -2,475 -2%
FF
693
Friedenthal Financial
New Jersey
$6.39M +$444K +6,904 +8%
ALA
694
Atlas Legacy Advisors
California
$6.39M +$18K +280 +0.3%
EFS
695
Essex Financial Services
Connecticut
$6.38M -$119K -1,850 -2%
IC
696
IEQ Capital
California
$6.38M +$422K +6,571 +7%
BFA
697
Bright Financial Advisors
Michigan
$6.37M +$85.5K +1,330 +1%
TFCP
698
Twin Focus Capital Partners
Massachusetts
$6.37M -$39.2K -610 -0.6%
PTC
699
Private Trust Company
Ohio
$6.35M +$1.09M +16,895 +21%
ANBOT
700
American National Bank of Texas
Texas
$6.33M +$6.23M +96,931 New