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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
MWP
826
Moller Wealth Partners
$4.39M
LIA
827
LBMC Investment Advisors
Tennessee
$4.37M -$484K -7,527 -10%
GWS
828
Greykasell Wealth Strategies
California
$4.36M -$28.5K -443 -0.7%
FWM
829
Forza Wealth Management
Florida
$4.35M -$32.5K -505 -0.8%
CAM
830
Cozad Asset Management
Illinois
$4.33M +$28.7K +447 +0.7%
SAI
831
Savvy Advisors Inc
New York
$4.33M +$1.17M +18,150 +38%
NDSI
832
Newman Dignan & Sheerar Inc
Rhode Island
$4.32M -$74K -1,152 -2%
RWA
833
River Wealth Advisors
Pennsylvania
$4.31M -$56.4K -877 -1%
SFB
834
STAR Financial Bank
Indiana
$4.27M -$737K -11,465 -15%
AF
835
Alerus Financial
North Dakota
$4.26M +$3.4M +52,960 +428%
SIG
836
Sky Investment Group
Connecticut
$4.26M
LF
837
LifeSteps Financial
California
$4.26M -$78.4K -1,220 -2%
WF
838
Welch & Forbes
Massachusetts
$4.25M -$86.2K -1,342 -2%
CBT
839
Central Bank & Trust
Kentucky
$4.24M -$28K -435 -0.7%
EW
840
Element Wealth
Mississippi
$4.24M +$185K +2,877 +5%
RFN
841
RDA Financial Network
Iowa
$4.23M -$273K -4,250 -6%
LNWTC
842
Laird Norton Wetherby Trust Company
Washington
$4.23M
HIA
843
Harbor Investment Advisory
Maryland
$4.23M -$74.2K -1,154 -2%
BCG
844
Breakwater Capital Group
New Jersey
$4.22M -$172K -2,679 -4%
SR
845
Syntax Research
Florida
$4.21M +$26K +404 +0.6%
CI
846
Cambiar Investors
Colorado
$4.18M +$298K +4,641 +8%
SMWM
847
Silvia McColl Wealth Management
California
$4.18M -$46.9K -730 -1%
NS
848
NBC Securities
Alabama
$4.17M +$280K +4,351 +7%
MCM
849
MidAtlantic Capital Management
Virginia
$4.17M
NB
850
NBT Bank
New York
$4.16M -$45.3K -705 -1%