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iShares Core S&P Mid-Cap ETF

2,418 hedge funds and large institutions have $79.1B invested in iShares Core S&P Mid-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 974 increasing their positions, 953 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,418
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
337
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$32M
Puts
$4.37M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
926
Crumly & Associates
Illinois
$3.25M
CFFP
927
Center for Financial Planning
Michigan
$3.23M
CIC
928
Carnegie Investment Counsel
Ohio
$3.23M
AWM
929
AE Wealth Management
Kansas
$3.21M
NA
930
Nordwand Advisors
Pennsylvania
$3.2M
CBT
931
CoreFirst Bank & Trust
Kansas
$3.18M
PCMF
932
Private Capital Management (Florida)
Florida
$3.18M
CA
933
Claro Advisors
Massachusetts
$3.16M
GPI
934
General Partner Inc
Pennsylvania
$3.15M
CG
935
Caprock Group
Idaho
$3.15M
EWA
936
EverSource Wealth Advisors
Alabama
$3.14M
RA
937
RFG Advisory
Alabama
$3.14M
OC
938
Oakworth Capital
Alabama
$3.13M
RWPA
939
Richard W. Paul & Associates
Michigan
$3.13M
BMCM
940
Bryn Mawr Capital Management
Pennsylvania
$3.12M
PPWP
941
Premier Path Wealth Partners
New Jersey
$3.08M
FCH
942
Freestone Capital Holdings
Washington
$3.08M
MSAM
943
Moloney Securities Asset Management
Missouri
$3.07M
CNWM
944
Clay Northam Wealth Management
California
$3.07M
AWA
945
Artemis Wealth Advisors
New York
$3.05M
CAS
946
Coppell Advisory Solutions
Texas
$3.05M
TAM
947
Townsend Asset Management
North Carolina
$3.05M
WIA
948
Wetzel Investment Advisors
Indiana
$3.04M
ACM
949
AUA Capital Management
Pennsylvania
$3M
NWMG
950
National Wealth Management Group
Ohio
$2.99M