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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
UBG
776
United Bank (Georgia)
Georgia
$5.13M +$172K +2,678 +4%
PCM
777
Perritt Capital Management
Illinois
$5.13M +$62.9K +979 +1%
JSSH
778
J. Safra Sarasin Holding
$5.1M
CWM
779
Cranbrook Wealth Management
Michigan
$5.08M -$312K -4,861 -6%
SCG
780
Sonata Capital Group
Washington
$5.05M -$5.14K -80 -0.1%
TCA
781
Transcend Capital Advisors
New Jersey
$5.04M -$81.1K -1,262 -2%
MCA
782
MSH Capital Advisors
Arizona
$5.03M -$19.1K -297 -0.4%
BRWA
783
B. Riley Wealth Advisors
Florida
$4.99M -$377K -5,865 -7%
GFP
784
Gryphon Financial Partners
Ohio
$4.99M +$74.7K +1,162 +2%
VC
785
Vestor Capital
Illinois
$4.96M +$4.8M +74,731 +5,829%
FPW
786
Flywheel Private Wealth
California
$4.96M -$57.8K -899 -1%
BWP
787
BSW Wealth Partners
Colorado
$4.94M -$78.7K -1,224 -2%
BCM
788
Brookstone Capital Management
Illinois
$4.93M -$108K -1,673 -2%
PAM
789
Palisade Asset Management
Minnesota
$4.93M +$227K +3,539 +5%
NL
790
NEPC LLC
Massachusetts
$4.91M +$12.4K +193 +0.3%
VPP
791
Vertex Planning Partners
Illinois
$4.87M +$233K +3,628 +5%
TPA
792
Trivium Point Advisory
Connecticut
$4.86M +$286K +4,447 +6%
FNBOO
793
First National Bank of Omaha
Nebraska
$4.83M -$95K -1,479 -2%
BFA
794
Blueprint Financial Advisors
North Carolina
$4.82M +$6.68K +104 +0.1%
AFG
795
Allegheny Financial Group
Pennsylvania
$4.82M +$218K +3,390 +5%
TCOO
796
Trust Company of Oklahoma
Oklahoma
$4.81M -$164K -2,555 -3%
AWM
797
Aprio Wealth Management
Georgia
$4.81M +$194K +3,012 +4%
GF
798
Gries Financial
Ohio
$4.8M -$2.76K -43 -0.1%
UCB
799
United Community Bank
South Carolina
$4.8M +$526K +8,183 +13%
CAGAS
800
Capital Advisory Group Advisory Services
Minnesota
$4.76M -$252K -3,928 -5%