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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: $75.6B → $79.2B (+$3.54B)

2% more repeat investments, than reductions

Existing positions increased: 982 | Existing positions reduced: 964

0% more funds holding

Funds holding: 2,4352,446 (+11)

0.76% less ownership

Funds ownership: 79.53%78.77% (-0.76%)

6% less funds holding in top 10

Funds holding in top 10: 360338 (-22)

Holders
2,446
Holders Change
+11
Holders Change %
+0.45%
% of All Funds
32.11%
Holding in Top 10
338
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-6.11%
% 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
LF
101
Lee Financial
Texas
$89M +$4.26M +66,216 +5%
VOYA Investment Management
102
VOYA Investment Management
Georgia
$83.8M +$331K +5,143 +0.4%
FSC
103
Full Sail Capital
Oklahoma
$83.7M +$425K +6,621 +0.5%
SOMRS
104
State of Michigan Retirement System
Michigan
$83.7M -$4.42M -68,700 -5%
PA
105
Planning Alternatives
Michigan
$82.8M +$462K +7,191 +0.6%
HI
106
Harbour Investments
Wisconsin
$82.7M +$2.65M +41,291 +3%
BFPW
107
BOK Financial Private Wealth
Colorado
$82.5M -$2.6M -40,393 -3%
EH
108
Equitable Holdings
New York
$81.8M +$634K +9,860 +0.8%
RWM
109
RKL Wealth Management
Pennsylvania
$81M -$781K -12,159 -1%
Janney Montgomery Scott
110
Janney Montgomery Scott
Pennsylvania
$79.2M +$2.19M +34,125 +3%
BP
111
Ballentine Partners
Massachusetts
$76.4M +$135K +2,107 +0.2%
WTC
112
WhitTier Trust Company
Nevada
$76.2M +$9.9M +154,050 +15%
AWA
113
Alaska Wealth Advisors
Alaska
$74.9M -$1.75M -27,212 -2%
AllianceBernstein
114
AllianceBernstein
Tennessee
$74.9M +$1.66M +25,866 +2%
LRIA
115
Leonard Rickey Investment Advisors
Washington
$74.3M -$1.5M -23,298 -2%
SWP
116
Stratos Wealth Partners
Ohio
$73.3M +$2.09M +32,567 +3%
GIM
117
Goelzer Investment Management
Indiana
$72.4M -$4.59M -71,480 -6%
TIAA Trust, National Association
118
TIAA Trust, National Association
North Carolina
$72.3M -$3.65M -56,790 -5%
Cambridge Investment Research Advisors
119
Cambridge Investment Research Advisors
Iowa
$71.1M +$30.9K +481 +0%
TFO
120
Tarbox Family Office
California
$70.7M -$3.75M -58,293 -5%
CCM
121
Coldstream Capital Management
Washington
$69.9M +$350K +5,445 +0.5%
AFG
122
Arkansas Financial Group
Arkansas
$68.7M -$3.14M -48,916 -4%
Bank of Nova Scotia
123
Bank of Nova Scotia
Ontario, Canada
$68.1M
AWE
124
Avidian Wealth Enterprises
Texas
$67.9M +$3.16M +49,239 +5%
DWM
125
Destination Wealth Management
California
$67.6M +$533K +8,297 +0.8%