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iShares Core S&P Mid-Cap ETF

2,432 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, 976 increasing their positions, 960 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,432
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

Top Sellers

1 -$434M
2 -$284M
3 -$183M
4
LI
LVZ Inc
Michigan
-$65.8M
5
JP Morgan Chase
JP Morgan Chase
New York
-$65.2M
Name Holding Trade Value Shares
Change
Change in
Stake
RE
1926
Rydar Equities
Texas
$372K
TFM
1927
TFC Financial Management
Massachusetts
$368K
CWM
1928
Cherrydale Wealth Management
New Jersey
$367K
MAA
1929
Matrix Asset Advisors
New York
$367K
WWG
1930
West Wealth Group
California
$366K
GCA
1931
Gradient Capital Advisors
California
$366K
MWM
1932
McNaughton Wealth Management
California
$365K
NW
1933
Naviter Wealth
Arkansas
$365K
ML
1934
McAdam LLC
Pennsylvania
$363K
LWM
1935
Level Wealth Management
North Carolina
$363K
MAWA
1936
Moss Adams Wealth Advisors
Washington
$359K
BTW
1937
Boston Trust Walden
Massachusetts
$358K
CLP
1938
Charis Legacy Partners
Texas
$356K
CWM
1939
Capital Wealth Management
Rhode Island
$356K
PIFP
1940
Partners in Financial Planning
Virginia
$355K
ACI
1941
Alpha Cubed Investments
California
$355K
HFO
1942
Heritage Family Offices
Arizona
$355K
AT
1943
Avalon Trust
New Mexico
$353K
VPF
1944
Vantage Point Financial
Illinois
$353K
DCM
1945
Dimension Capital Management
Florida
$352K
ACM
1946
Advance Capital Management
Michigan
$352K
FF
1947
Fox Financial
Pennsylvania
$352K
DHC
1948
Drum Hill Capital
Connecticut
$351K
TC
1949
TownSquare Capital
Utah
$350K
VCM
1950
Vivaldi Capital Management
Illinois
$350K