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iShares Core S&P Mid-Cap ETF

2,418 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, 974 increasing their positions, 953 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,418
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
Name Holding Trade Value Shares
Change
Change in
Stake
MAWA
1926
Moss Adams Wealth Advisors
Washington
$359K
BTW
1927
Boston Trust Walden
Massachusetts
$358K
CLP
1928
Charis Legacy Partners
Texas
$356K
CWM
1929
Capital Wealth Management
Rhode Island
$356K
PIFP
1930
Partners in Financial Planning
Virginia
$355K
ACI
1931
Alpha Cubed Investments
California
$355K
HFO
1932
Heritage Family Offices
Arizona
$355K
AT
1933
Avalon Trust
New Mexico
$353K
VPF
1934
Vantage Point Financial
Illinois
$353K
DCM
1935
Dimension Capital Management
Florida
$352K
ACM
1936
Advance Capital Management
Michigan
$352K
FF
1937
Fox Financial
Pennsylvania
$352K
DHC
1938
Drum Hill Capital
Connecticut
$351K
TC
1939
TownSquare Capital
Utah
$350K
VCM
1940
Vivaldi Capital Management
Illinois
$350K
GHAM
1941
Gilman Hill Asset Management
Connecticut
$349K
HCWM
1942
Hidden Cove Wealth Management
Washington
$348K
SW
1943
SkyOak Wealth
Michigan
$348K
FFM
1944
Forum Financial Management
Illinois
$346K
RCM
1945
Requisite Capital Management
Texas
$346K
RW
1946
RVW Wealth
California
$345K
RBFC
1947
Roman Butler Fullerton & Co
Missouri
$343K
SA
1948
Sovran Advisors
California
$341K
SWM
1949
Segment Wealth Management
Texas
$341K
FWM
1950
Fingerlakes Wealth Management
New York
$340K