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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
T
151
TrueFG
Texas
$53.4M
BCWM
152
Bartlett & Co Wealth Management
Ohio
$53M
MFG
153
Magnus Financial Group
New York
$53M
AT
154
American Trust
Kentucky
$51.6M
JFA
155
JNBA Financial Advisors
Minnesota
$51.1M
TC
156
Trilogy Capital
California
$51M
PFM
157
Phillips Financial Management
Indiana
$50.5M
W
158
Wealthquest
Ohio
$50.4M
AWM
159
Apollon Wealth Management
South Carolina
$50.3M
SFS
160
Summit Financial Strategies
Ohio
$49.2M
HW
161
Hancock Whitney
Mississippi
$49.1M
MPWT
162
MassMutual Private Wealth & Trust
Connecticut
$49.1M
RCA
163
Resonant Capital Advisors
Wisconsin
$48.4M
MFIM
164
Mesirow Financial Investment Management
Illinois
$47.8M
PGA
165
Portland Global Advisors
Maine
$47.5M
HW
166
HORAN Wealth
Ohio
$46.5M
BOS
167
Bank of Stockton
California
$46.5M
FBFS
168
First Business Financial Services
Wisconsin
$46M
SPP
169
Single Point Partners
Massachusetts
$45.9M
JWA
170
JFS Wealth Advisors
Pennsylvania
$45.4M
QCG
171
Quadrant Capital Group
Ohio
$45.1M
MIA
172
MainStreet Investment Advisors
Illinois
$44.8M
JAG
173
Journey Advisory Group
Kentucky
$44.6M
Carson Wealth (CWM LLC)
174
Carson Wealth (CWM LLC)
Nebraska
$44.2M
VC
175
Vicus Capital
Pennsylvania
$43.6M