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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
PFG
801
Pacific Financial Group
Washington
$4.74M +$98.3K +1,529 +2%
KWA
802
Kingswood Wealth Advisors
California
$4.74M +$928K +14,436 +25%
FFS
803
Fortress Financial Solutions
Arizona
$4.72M +$420K +6,537 +10%
LPT
804
Legacy Private Trust
Wisconsin
$4.71M -$236K -3,675 -5%
CFS
805
CRA Financial Services
New Jersey
$4.67M -$52.4K -816 -1%
CAI
806
Capital Advisors Inc
Oklahoma
$4.67M -$36.6K -570 -0.8%
MG
807
Mather Group
Illinois
$4.66M +$12.3K +192 +0.3%
SFP
808
Sterling Financial Planning
New Jersey
$4.64M -$23.3K -362 -0.5%
CW
809
CreativeOne Wealth
Kansas
$4.62M -$488K -7,594 -10%
AFA
810
AA Financial Advisors
Ohio
$4.62M +$216K +3,359 +5%
FPCG
811
Forum Private Client Group
Indiana
$4.6M -$354K -5,514 -7%
SG
812
StoneX Group
New York
$4.59M -$288K -4,480 -6%
NCM
813
Next Capital Management
New York
$4.58M +$290K +4,509 +7%
BSTWA
814
Blake Schutter Theil Wealth Advisors
Ohio
$4.57M -$29K -452 -0.6%
JIP
815
Jaffetilchin Investment Partners
Florida
$4.56M +$36.2K +564 +0.8%
HIA
816
HTG Investment Advisors
Connecticut
$4.55M +$23.4K +364 +0.5%
CF
817
Convergence Financial
Missouri
$4.54M -$151K -2,349 -3%
RF
818
Rossby Financial
Florida
$4.53M -$3.34K -52 -0.1%
UWM
819
USAdvisors Wealth Management
Minnesota
$4.5M -$356K -5,537 -7%
SWP
820
Summit Wealth Partners
Florida
$4.5M +$11.2K +174 +0.3%
CFO
821
CVA Family Office
Colorado
$4.48M -$110K -1,714 -2%
GCM
822
Greenland Capital Management
New York
$4.45M -$11.1M -172,458 -72%
NG
823
Novem Group
New York
$4.44M -$47K -731 -1%
WI
824
WrapManager Inc
California
$4.42M -$2M -31,127 -31%
PCM
825
Parsons Capital Management
Rhode Island
$4.4M -$554K -8,622 -11%