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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
MCC
726
Money Concepts Capital
Florida
$5.92M +$308K +4,787 +6%
CCA
727
Coign Capital Advisors
Utah
$5.88M +$112K +1,750 +2%
AWM
728
Avior Wealth Management
Nebraska
$5.86M -$169K -2,632 -3%
KWM
729
Kaydan Wealth Management
Michigan
$5.86M +$496K +7,716 +9%
FGWP
730
Founders Grove Wealth Partners
Virginia
$5.84M +$128K +1,997 +2%
SC
731
Syon Capital
California
$5.83M -$620K -9,645 -10%
BJL
732
Brighton Jones LLC
Washington
$5.79M -$129K -2,008 -2%
IAG
733
Investment Advisory Group
Massachusetts
$5.79M +$669K +10,414 +13%
GT
734
GreatBanc Trust
Illinois
$5.77M +$5.68M +88,437 New
FTS
735
Fifth Third Securities
Ohio
$5.74M +$305K +4,751 +6%
CWM
736
Cornerstone Wealth Management
Missouri
$5.74M +$56K +871 +1%
Kayne Anderson Rudnick Investment Management
737
Kayne Anderson Rudnick Investment Management
California
$5.72M -$665K -10,354 -11%
I
738
InvesTrust
Oklahoma
$5.72M -$835 -13 -0%
DAS
739
Diversify Advisory Services
Utah
$5.71M -$158K -2,451 -3%
DWA
740
Delta Wealth Advisors
Indiana
$5.71M +$135K +2,106 +2%
GSB
741
Greenfield Savings Bank
Massachusetts
$5.68M +$42.5K +662 +0.8%
Russell Investments Group
742
Russell Investments Group
United Kingdom
$5.65M +$2.05M +31,975 +59%
BFIM
743
Beese Fulmer Investment Management
Ohio
$5.64M +$58K +903 +1%
PWA
744
Provenance Wealth Advisors
Florida
$5.63M -$2.76K -43 -0%
Neuberger Berman Group
745
Neuberger Berman Group
New York
$5.62M -$53.6K -834 -1%
MWA
746
Muirfield Wealth Advisors
North Carolina
$5.6M +$65.3K +1,016 +1%
ZIM
747
Zacks Investment Management
Illinois
$5.6M -$2.64M -41,091 -32%
GWM
748
GSB Wealth Management
Connecticut
$5.6M +$172K +2,683 +3%
JCM
749
Jacobi Capital Management
Pennsylvania
$5.59M -$83.4K -1,297 -1%
SFA
750
Souders Financial Advisors
Ohio
$5.58M +$247K +3,840 +5%