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iShares Core S&P Mid-Cap ETF

2,433 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, 977 increasing their positions, 960 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,433
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

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
AWM
1926
Aberdeen Wealth Management
Illinois
$374K
RE
1927
Rydar Equities
Texas
$372K
TFM
1928
TFC Financial Management
Massachusetts
$368K
CWM
1929
Cherrydale Wealth Management
New Jersey
$367K
MAA
1930
Matrix Asset Advisors
New York
$367K
WWG
1931
West Wealth Group
California
$366K
GCA
1932
Gradient Capital Advisors
California
$366K
MWM
1933
McNaughton Wealth Management
California
$365K
NW
1934
Naviter Wealth
Arkansas
$365K
ML
1935
McAdam LLC
Pennsylvania
$363K
LWM
1936
Level Wealth Management
North Carolina
$363K
MAWA
1937
Moss Adams Wealth Advisors
Washington
$359K
BTW
1938
Boston Trust Walden
Massachusetts
$358K
CLP
1939
Charis Legacy Partners
Texas
$356K
CWM
1940
Capital Wealth Management
Rhode Island
$356K
PIFP
1941
Partners in Financial Planning
Virginia
$355K
ACI
1942
Alpha Cubed Investments
California
$355K
HFO
1943
Heritage Family Offices
Arizona
$355K
AT
1944
Avalon Trust
New Mexico
$353K
VPF
1945
Vantage Point Financial
Illinois
$353K
DCM
1946
Dimension Capital Management
Florida
$352K
ACM
1947
Advance Capital Management
Michigan
$352K
FF
1948
Fox Financial
Pennsylvania
$352K
DHC
1949
Drum Hill Capital
Connecticut
$351K
TC
1950
TownSquare Capital
Utah
$350K