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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
UWP
1551
Uniting Wealth Partners
Kansas
$761K
NA
1552
Navellier & Associates
Nevada
$760K
M
1553
MOTCO
Texas
$757K
IPW
1554
Intergy Private Wealth
Colorado
$757K
CPBTD
1555
Central Pacific Bank - Trust Division
Hawaii
$752K
WJWM
1556
Williams Jones Wealth Management
New York
$752K
IWP
1557
Invenio Wealth Partners
Florida
$748K
WC
1558
Waterloo Capital
Texas
$746K
TFP
1559
Tilia Fiduciary Partners
North Carolina
$746K
SWM
1560
SFG Wealth Management
Maryland
$746K
TTWM
1561
TCV Trust & Wealth Management
Virginia
$746K
TPF
1562
Tribridge Partners Financial
Maryland
$746K
SC
1563
Slow Capital
California
$744K
IIC
1564
Ironwood Investment Counsel
Arizona
$742K
ST
1565
Somerset Trust
Pennsylvania
$736K
CG
1566
Cynosure Group
Utah
$736K
JFG
1567
Jefferies Financial Group
New York
$736K
CPIA
1568
Cornell Pochily Investment Advisors
New York
$735K
SWM
1569
SeaCrest Wealth Management
New York
$733K
SLG
1570
Stanley-Laman Group
Pennsylvania
$733K
UB
1571
Umpqua Bank
Oregon
$732K
HP
1572
Holistic Planning
Texas
$730K
MFC
1573
Morris Financial Concepts
South Carolina
$730K
RIM
1574
Rakuten Investment Management
Japan
$728K
KFI
1575
Key Financial Inc
Pennsylvania
$726K