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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
PAG
126
Private Advisor Group
New Jersey
$67.1M
MA
127
MCF Advisors
Kentucky
$65.1M
BSB
128
Bangor Savings Bank
Maine
$64.5M
CCFCSB
129
Cape Cod Five Cents Savings Bank
Massachusetts
$64.4M
ZBNA
130
Zions Bancorporation, National Association
Utah
$64.3M
CA
131
Clearstead Advisors
Ohio
$61.7M
Manulife (Manufacturers Life Insurance)
132
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$60.8M
AWM
133
Axxcess Wealth Management
California
$60.5M
Lido Advisors
134
Lido Advisors
California
$60.5M
VA
135
Valmark Advisers
Ohio
$60M
CPIG
136
Chicago Partners Investment Group
Illinois
$59.5M
CFG
137
CKW Financial Group
Hawaii
$59.4M
CA
138
Crewe Advisors
Utah
$58.8M
WA
139
Waverly Advisors
Alabama
$58.8M
PRA
140
Pine Ridge Advisers
New York
$58.7M
CCM
141
Charter Capital Management
Wisconsin
$56.6M
AF
142
Arrow Financial
New York
$56.5M
KAS
143
Kestra Advisory Services
Texas
$55.7M
WPA
144
West Paces Advisors
Georgia
$55.6M
FTWA
145
Fifth Third Wealth Advisors
Ohio
$55.3M
PWAM
146
Private Wealth Asset Management
Iowa
$54.7M
CAAS
147
Capital Asset Advisory Services
Michigan
$54.5M
MW
148
MBL Wealth
North Carolina
$54.3M
RCIM
149
Red Cedar Investment Management
Michigan
$53.8M
MWM
150
Modera Wealth Management
New Jersey
$53.6M