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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
NCM
1601
Narwhal Capital Management
Georgia
$705K
LWM
1602
Latko Wealth Management
Illinois
$704K
MSA
1603
Marathon Strategic Advisors
Pennsylvania
$704K
FNWM
1604
Financial Network Wealth Management
Utah
$704K
LFG
1605
Larson Financial Group
Missouri
$703K
CCA
1606
Checchi Capital Advisers
California
$703K
WAM
1607
Weatherly Asset Management
California
$702K
KFSN
1608
Keystone Financial Services (Nebraska)
Nebraska
$700K
EFN
1609
Equita Financial Network
Pennsylvania
$697K
HWA
1610
HHM Wealth Advisors
Tennessee
$693K
Legacy Financial Group (Iowa)
1611
Legacy Financial Group (Iowa)
Iowa
$692K
TWP
1612
Tyche Wealth Partners
Texas
$690K
FWM
1613
FSA Wealth Management
Massachusetts
$689K
ERWM
1614
Elk River Wealth Management
Colorado
$685K
UAG
1615
United Advisor Group
Ohio
$685K
DI
1616
DAGCO Inc
Ohio
$684K
DE
1617
Diversified Enterprises
Delaware
$683K
KOC
1618
Koss-Olinger Consulting
Florida
$683K
BWM
1619
BCS Wealth Management
Tennessee
$680K
BTI
1620
Blue Trust Inc
Georgia
$678K
CPSC
1621
Carl P. Sherr & Co
Massachusetts
$677K
CWM
1622
Centurion Wealth Management
Virginia
$677K
BWP
1623
Balboa Wealth Partners
Arizona
$676K
PW
1624
Pandora Wealth
Illinois
$676K
MPW
1625
Melone Private Wealth
Michigan
$674K