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iShares Core S&P Mid-Cap ETF

2,399 hedge funds and large institutions have $79B invested in iShares Core S&P Mid-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 129 funds opening new positions, 968 increasing their positions, 945 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,399
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
336
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
LF
101
Lee Financial
Texas
$89M
VOYA Investment Management
102
VOYA Investment Management
Georgia
$83.8M
FSC
103
Full Sail Capital
Oklahoma
$83.7M
SOMRS
104
State of Michigan Retirement System
Michigan
$83.7M
PA
105
Planning Alternatives
Michigan
$82.8M
HI
106
Harbour Investments
Wisconsin
$82.7M
BFPW
107
BOK Financial Private Wealth
Colorado
$82.5M
EH
108
Equitable Holdings
New York
$81.8M
RWM
109
RKL Wealth Management
Pennsylvania
$81M
Janney Montgomery Scott
110
Janney Montgomery Scott
Pennsylvania
$79.2M
BP
111
Ballentine Partners
Massachusetts
$76.4M
WTC
112
WhitTier Trust Company
Nevada
$76.2M
AWA
113
Alaska Wealth Advisors
Alaska
$74.9M
AllianceBernstein
114
AllianceBernstein
Tennessee
$74.9M
LRIA
115
Leonard Rickey Investment Advisors
Washington
$74.3M
SWP
116
Stratos Wealth Partners
Ohio
$73.3M
GIM
117
Goelzer Investment Management
Indiana
$72.4M
TIAA Trust, National Association
118
TIAA Trust, National Association
North Carolina
$72.3M
Cambridge Investment Research Advisors
119
Cambridge Investment Research Advisors
Iowa
$71.1M
TFO
120
Tarbox Family Office
California
$70.7M
CCM
121
Coldstream Capital Management
Washington
$69.9M
Bank of Nova Scotia
122
Bank of Nova Scotia
Ontario, Canada
$68.1M
AWE
123
Avidian Wealth Enterprises
Texas
$67.9M
AFG
124
Arkansas Financial Group
Arkansas
$67.6M
DWM
125
Destination Wealth Management
California
$67.6M