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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
BTWM
701
Brass Tax Wealth Management
Ohio
$6.32M -$443K -6,900 -7%
BIA
702
Bigelow Investment Advisors
Maine
$6.32M -$250K -3,890 -4%
AWMG
703
ADG Wealth Management Group
Louisiana
$6.31M +$98.6K +1,534 +2%
FFWA
704
FRG Family Wealth Advisors
Washington
$6.27M -$24K -373 -0.4%
FDCDDQ
705
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.26M -$1.22M -18,913 -16%
P
706
Pitcairn
Pennsylvania
$6.25M -$803K -12,500 -12%
SS
707
Sound Stewardship
Kansas
$6.24M +$235K +3,652 +4%
Renaissance Technologies
708
Renaissance Technologies
New York
$6.21M +$6.11M +95,100 New
SPF
709
South Plains Financial
Texas
$6.2M +$445K +6,925 +8%
CSP
710
Cary Street Partners
Virginia
$6.17M -$39.5K -615 -0.6%
AIA
711
Armor Investment Advisors
North Carolina
$6.16M -$8.37M -130,230 -58%
RG
712
Rathbones Group
United Kingdom
$6.15M -$210K -3,260 -3%
BA
713
Bellwether Advisors
Nebraska
$6.13M -$24.4K -380 -0.4%
BCG
714
BayBridge Capital Group
California
$6.1M -$552K -8,592 -8%
NBWM
715
North Berkeley Wealth Management
California
$6.08M +$4.3M +66,927 +254%
WDL
716
Well Done LLC
Michigan
$6.08M +$3.19M +49,654 +114%
QFA
717
Quattro Financial Advisors
Texas
$6.06M -$212K -3,298 -3%
PA
718
PFG Advisors
Arizona
$6.04M +$5.95M +92,623 New
PMWMG
719
Parr McKnight Wealth Management Group
Minnesota
$5.99M +$868K +13,509 +17%
HCM
720
Hengehold Capital Management
Ohio
$5.98M +$175K +2,730 +3%
FC
721
FCA Corp
Texas
$5.97M +$8.23K +128 +0.1%
HCM
722
Hicks Capital Management
Ohio
$5.96M -$55.7K -866 -0.9%
CG
723
Curat Global
New Hampshire
$5.96M +$152K +2,364 +3%
LWMNY
724
Landmark Wealth Management (New York)
New York
$5.93M -$63.5K -988 -1%
SCA
725
Sandy Cove Advisors
Massachusetts
$5.92M -$47.7K -743 -0.8%