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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
AL
1901
ADE LLC
Maryland
$399K
AA
1902
Auxano Advisors
Washington
$399K +$1.22K +19 +0.3%
HBW
1903
Hazlett, Burt & Watson
West Virginia
$399K -$79.4K -1,235 -17%
ESBC
1904
E.S. Barr & Co
Kentucky
$397K
JLBC
1905
J.L. Bainbridge & Co
Florida
$396K -$32.1K -500 -8%
EF
1906
Envision Financial
Wisconsin
$395K -$4.88K -76 -1%
GWSG
1907
GPS Wealth Strategies Group
Colorado
$393K -$6.04K -94 -2%
PSA
1908
Plum Street Advisors
Louisiana
$392K +$1.28K +20 +0.3%
NCFG
1909
New Century Financial Group
New Jersey
$391K -$28.9K -449 -7%
LFA
1910
Legacy Financial Advisors
Kentucky
$391K -$2.63K -41 -0.7%
PFA
1911
Pinnacle Family Advisors
Missouri
$388K +$9.7K +151 +3%
WAL
1912
W Advisors LLC
Tennessee
$387K
LA
1913
LexAurum Advisors
Kansas
$387K +$386 +6 +0.1%
FGG
1914
Financial Guidance Group
Florida
$387K
FA
1915
Faithward Advisors
Pennsylvania
$387K +$1.16K +18 +0.3%
MGW
1916
MB Generational Wealth
Washington
$386K +$381K +5,921 New
VAF
1917
Values Added Financial
District of Columbia
$386K -$53K -825 -12%
SRWM
1918
Shira Ridge Wealth Management
California
$384K +$29.2K +455 +8%
OPCM
1919
Osborne Partners Capital Management
California
$384K
SIM
1920
Synergy Investment Management
Florida
$384K +$193 +3 +0.1%
VCAM
1921
Van Cleef Asset Management
Ohio
$382K
WMWM
1922
Whitaker-Myers Wealth Managers
Ohio
$382K -$198K -3,083 -34%
SWM
1923
Selective Wealth Management
Virginia
$381K +$578 +9 +0.2%
BWMG
1924
Barnes Wealth Management Group
California
$380K -$9.7K -151 -3%
T
1925
Tableaux
Massachusetts
$378K +$372K +5,787 New