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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
AWA
951
Artemis Wealth Advisors
New York
$3.05M +$1.01M +15,650 +50%
CAS
952
Coppell Advisory Solutions
Texas
$3.05M +$234K +3,644 +8%
TAM
953
Townsend Asset Management
North Carolina
$3.05M -$39.9K -621 -1%
WIA
954
Wetzel Investment Advisors
Indiana
$3.04M -$172K -2,671 -5%
ACM
955
AUA Capital Management
Pennsylvania
$3M
NWMG
956
National Wealth Management Group
Ohio
$2.99M +$521K +8,104 +21%
S
957
Sachetta
Massachusetts
$2.98M -$104K -1,615 -3%
HCC
958
Hirtle Callaghan & Co
Pennsylvania
$2.98M -$106K -1,653 -3%
SGK
959
Steigerwald Gordon & Koch
Virginia
$2.96M -$9.25K -144 -0.3%
Ensign Peak Advisors
960
Ensign Peak Advisors
Utah
$2.96M
WS
961
Wedbush Securities
California
$2.95M +$95.2K +1,482 +3%
NEPWA
962
New England Private Wealth Advisors
Massachusetts
$2.94M +$578 +9 +0%
GSWM
963
Golden State Wealth Management
California
$2.92M -$114K -1,781 -4%
CCP
964
Cushing Capital Partners
Wisconsin
$2.91M +$287K +4,459 +11%
SAM
965
Securian Asset Management
Minnesota
$2.9M
CB
966
Cadence Bank
Mississippi
$2.89M -$65.7K -1,023 -2%
NAG
967
Northstar Advisory Group
New Jersey
$2.89M +$2.58M +40,208 +981%
SF
968
SWP Financial
California
$2.88M -$7.33K -114 -0.3%
DFA
969
Delta Financial Advisors
Louisiana
$2.87M -$86K -1,338 -3%
CSF
970
Capital Squared Financial
Maryland
$2.87M +$272K +4,234 +11%
OFG
971
Oxford Financial Group
Indiana
$2.87M +$402K +6,262 +17%
NP
972
NorthRock Partners
Minnesota
$2.85M +$472K +7,346 +20%
BA
973
Ballew Advisors
Mississippi
$2.85M +$46.1K +718 +2%
MTIC
974
Missouri Trust & Investment Company
Missouri
$2.85M
KP
975
Keel Point
Alabama
$2.83M -$668K -10,397 -19%