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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
CWM
1451
CCG Wealth Management
California
$931K
DSA
1452
Droms Strauss Advisors
Missouri
$927K
SW
1453
SteelPeak Wealth
California
$925K
DFG
1454
Demars Financial Group
Washington
$924K
BFS
1455
BridgePort Financial Solutions
Iowa
$920K
GTAM
1456
Global Trust Asset Management
Florida
$918K
Invesco
1457
Invesco
Georgia
$917K
TWP
1458
Triad Wealth Partners
Kansas
$917K
COCM
1459
Charter Oak Capital Management
New Hampshire
$915K
CFA
1460
Camarda Financial Advisors
Florida
$913K
TCM
1461
Traub Capital Management
Massachusetts
$912K
CA
1462
Calton & Associates
Florida
$911K
SFS
1463
Symphony Financial Services
Ohio
$910K
CPP
1464
Capasso Planning Partners
South Carolina
$910K
SFG
1465
Sovereign Financial Group
Connecticut
$909K
SHFA
1466
SC&H Financial Advisors
Maryland
$905K
OC
1467
Oarsman Capital
Wisconsin
$902K
NLP
1468
Next Level Private
New York
$901K
SIC
1469
Samalin Investment Counsel
New York
$900K
BM
1470
Berman McAleer
Maryland
$899K
CCG
1471
Chatham Capital Group
Georgia
$899K
MLL
1472
Moody Lynn & Lieberson
Massachusetts
$898K
SC
1473
Saiph Capital
New Jersey
$898K
NSIM
1474
North Star Investment Management
Illinois
$898K
PWS
1475
Proactive Wealth Strategies
Georgia
$897K