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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
UBS AM
901
UBS AM
Illinois
$3.59M -$3.63M -56,440 -51%
FSG
902
Financial Strategies Group
Michigan
$3.59M -$51.6K -803 -1%
HPC
903
HM Payson & Co
Maine
$3.57M -$16.1K -250 -0.5%
JAA
904
Joel Adams & Associates
North Carolina
$3.55M -$70.2K -1,092 -2%
HNWAG
905
High Net Worth Advisory Group
Florida
$3.54M -$160K -2,489 -4%
PCG
906
Prosperity Consulting Group
Maryland
$3.53M +$2.51M +39,027 +259%
CAAM
907
Cornerstone Advisors Asset Management
Pennsylvania
$3.52M +$129K +2,004 +4%
BFO
908
Boston Family Office
Massachusetts
$3.52M +$18.4K +286 +0.5%
AFP
909
Ausdal Financial Partners
Iowa
$3.51M +$833K +12,964 +32%
TPWA
910
TRUE Private Wealth Advisors
Oregon
$3.5M -$145K -2,258 -4%
SIA
911
SeaBridge Investment Advisors
New Jersey
$3.49M +$633K +9,849 +23%
LAM
912
LOM Asset Management
$3.49M +$343K +5,330 +11%
BC
913
Bowman & Company
Wisconsin
$3.49M +$16.6K +258 +0.5%
EFG
914
Embree Financial Group
Illinois
$3.47M -$323K -5,029 -9%
Betterment LLC
915
Betterment LLC
New York
$3.45M +$293K +4,555 +9%
BWG
916
Balanced Wealth Group
Ohio
$3.44M +$2.19K +34 +0.1%
DRS
917
Deane Retirement Strategies
Louisiana
$3.4M +$3.35M +52,121 New
FWM
918
ForthRight Wealth Management
Georgia
$3.39M -$1.8K -28 -0.1%
PIA
919
Perennial Investment Advisors
California
$3.38M -$42K -654 -1%
SFS
920
Sowell Financial Services
Arkansas
$3.38M -$128K -1,995 -4%
BONH
921
Bank of New Hampshire
New Hampshire
$3.35M +$144K +2,244 +5%
FTC
922
Farmers Trust Company
Ohio
$3.35M -$37.6K -585 -1%
Deutsche Bank
923
Deutsche Bank
Germany
$3.35M +$110K +1,704 +3%
IA
924
Insight Advisors
Pennsylvania
$3.34M +$3.34K +52 +0.1%
BRM
925
Boston Research & Management
Massachusetts
$3.33M +$50.9K +792 +2%