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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
KWM
1926
Keebeck Wealth Management
Illinois
$377K -$1.61K -25 -0.4%
IAP
1927
Indie Asset Partners
Indiana
$376K +$27.6K +430 +8%
LA
1928
Latitude Advisors
Florida
$376K -$24K -373 -6%
SCM
1929
Schnieders Capital Management
California
$376K
EDRH
1930
Edmond de Rothschild Holding
Switzerland
$376K -$9.96K -155 -3%
AWAG
1931
ARS Wealth Advisors Group
Florida
$375K -$12.9K -200 -3%
ADL
1932
Asset Dedication LLC
California
$375K -$52.4K -815 -12%
BSA
1933
Bull Street Advisors
Georgia
$375K
BWP
1934
Bernardo Wealth Planning
Pennsylvania
$374K -$5.33K -83 -1%
FMI
1935
F/M Investments
District of Columbia
$374K -$83.5K -1,300 -19%
AWM
1936
Aberdeen Wealth Management
Illinois
$374K
RE
1937
Rydar Equities
Texas
$372K -$48.5K -755 -12%
TFM
1938
TFC Financial Management
Massachusetts
$368K +$38.4K +597 +12%
CWM
1939
Cherrydale Wealth Management
New Jersey
$367K +$1.16K +18 +0.3%
MAA
1940
Matrix Asset Advisors
New York
$367K +$6.81K +106 +2%
WWG
1941
West Wealth Group
California
$366K +$92.1K +1,433 +34%
GCA
1942
Gradient Capital Advisors
California
$366K
MWM
1943
McNaughton Wealth Management
California
$365K
NW
1944
Naviter Wealth
Arkansas
$365K
ML
1945
McAdam LLC
Pennsylvania
$363K -$56.4K -878 -14%
LWM
1946
Level Wealth Management
North Carolina
$363K +$7K +109 +2%
MAWA
1947
Moss Adams Wealth Advisors
Washington
$359K -$55.3K -861 -14%
BTW
1948
Boston Trust Walden
Massachusetts
$358K
CLP
1949
Charis Legacy Partners
Texas
$356K +$74.2K +1,155 +27%
CWM
1950
Capital Wealth Management
Rhode Island
$356K +$129 +2 +0%