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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
WG
1801
Welch Group
Alabama
$477K
PAM
1802
Peak Asset Management
Colorado
$475K
CFGW
1803
Chancellor Financial Group WB
Pennsylvania
$470K
PTP
1804
Platform Technology Partners
New York
$469K
SI
1805
Severin Investments
Missouri
$465K
AWM
1806
Aries Wealth Management
Maine
$461K
CP
1807
Capital Planning
Washington
$461K
AFAS
1808
Acorn Financial Advisory Services
Virginia
$461K
GWM
1809
Greenhouse Wealth Management
Connecticut
$461K
AW
1810
Avion Wealth
Texas
$460K
CPA
1811
Clear Point Advisors
New York
$458K
TF
1812
Trek Financial
Arizona
$458K
FP
1813
Financial Perspectives
Minnesota
$458K
JSAM
1814
J. Safra Asset Management
New York
$457K
GC
1815
Garde Capital
Washington
$457K
MAC
1816
Mason & Associates (California)
California
$456K
JC
1817
JB Capital
Connecticut
$456K
NLWP
1818
Next Level Wealth Planning
Idaho
$455K
JWM
1819
JGP Wealth Management
Oregon
$454K
PWP
1820
Phillips Wealth Planners
Mississippi
$453K
ACM
1821
Ardent Capital Management
Ohio
$452K
DFG
1822
Dynamic Financial Group
Iowa
$451K
BAM
1823
BOS Asset Management
Illinois
$450K
FFWA
1824
Forthright Family Wealth Advisory
Texas
$450K
FI
1825
FWG Investments
Kentucky
$449K