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iShares Core S&P Mid-Cap ETF

2,446 hedge funds and large institutions have $79.2B invested in iShares Core S&P Mid-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 129 funds opening new positions, 982 increasing their positions, 964 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

630% more call options, than puts

Call options by funds: $32M | Put options by funds: $4.37M

77% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 73

5% more capital invested

Capital invested by funds: $75.7B → $79.2B (+$3.53B)

2% more repeat investments, than reductions

Existing positions increased: 982 | Existing positions reduced: 964

0% more funds holding

Funds holding: 2,4362,446 (+10)

0.77% less ownership

Funds ownership: 79.54%78.77% (-0.77%)

6% less funds holding in top 10

Funds holding in top 10: 361338 (-23)

Holders
2,446
Holders Change
+10
Holders Change %
+0.41%
% of All Funds
32.1%
Holding in Top 10
338
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-6.37%
% of All Funds
4.44%
New
129
Increased
982
Reduced
964
Closed
73
Calls
$32M
Puts
$4.37M
Net Calls
+$27.6M
Net Calls Change
-$4.69M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1826
Aries Wealth Management
Maine
$461K
CP
1827
Capital Planning
Washington
$461K
AFAS
1828
Acorn Financial Advisory Services
Virginia
$461K +$38K +591 +9%
GWM
1829
Greenhouse Wealth Management
Connecticut
$461K +$1.41K +22 +0.3%
AW
1830
Avion Wealth
Texas
$460K
CPA
1831
Clear Point Advisors
New York
$458K +$23.5K +366 +5%
TF
1832
Trek Financial
Arizona
$458K +$39.3K +611 +10%
FP
1833
Financial Perspectives
Minnesota
$458K +$68.2K +1,061 +18%
JSAM
1834
J. Safra Asset Management
New York
$457K
GC
1835
Garde Capital
Washington
$457K +$226K +3,522 +101%
MAC
1836
Mason & Associates (California)
California
$456K
JC
1837
JB Capital
Connecticut
$456K +$18.9K +294 +4%
NLWP
1838
Next Level Wealth Planning
Idaho
$455K -$9.64K -150 -2%
JWM
1839
JGP Wealth Management
Oregon
$454K +$114K +1,774 +34%
PWP
1840
Phillips Wealth Planners
Mississippi
$453K +$4.63K +72 +1%
ACM
1841
Ardent Capital Management
Ohio
$452K -$12.9K -200 -3%
DFG
1842
Dynamic Financial Group
Iowa
$451K
BAM
1843
BOS Asset Management
Illinois
$450K +$59.4K +925 +15%
FFWA
1844
Forthright Family Wealth Advisory
Texas
$450K +$43.3K +673 +11%
FI
1845
FWG Investments
Kentucky
$449K -$54.4K -846 -11%
TT
1846
TI-Trust
Illinois
$448K
SAW
1847
Signal Advisors Wealth
Michigan
$443K +$62.9K +979 +17%
MHWM
1848
Montz Harcus Wealth Management
Louisiana
$443K +$1.09K +17 +0.3%
DWM
1849
Defined Wealth Management
Oregon
$440K -$3.21K -50 -0.7%
PCS
1850
Private Client Services
Kentucky
$440K +$18.9K +294 +5%