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iShares Core S&P Mid-Cap ETF

2,428 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, 975 increasing their positions, 959 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,428
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
FFM
1951
Forum Financial Management
Illinois
$346K
RCM
1952
Requisite Capital Management
Texas
$346K
RW
1953
RVW Wealth
California
$345K
RBFC
1954
Roman Butler Fullerton & Co
Missouri
$343K
SA
1955
Sovran Advisors
California
$341K
SWM
1956
Segment Wealth Management
Texas
$341K
FWM
1957
Fingerlakes Wealth Management
New York
$340K
BBPWM
1958
Blue Bell Private Wealth Management
Pennsylvania
$340K
CP
1959
Canopy Partners
Ohio
$339K
TSW
1960
Thompson Siegel & Walmsley
Virginia
$339K
MEG
1961
Millstone Evans Group
Colorado
$336K
FIM
1962
Freedom Investment Management
Connecticut
$335K
BKA
1963
Brick & Kyle Associates
Pennsylvania
$334K
LWMI
1964
Legacy Wealth Management (Idaho)
Idaho
$332K
PIM
1965
Penobscot Investment Management
Massachusetts
$331K
MPM
1966
Meritage Portfolio Management
Kansas
$329K
BFF
1967
Byrne Financial Freedom
Massachusetts
$329K
KWM
1968
KFG Wealth Management
Indiana
$329K
LJAC
1969
L.J. Altfest & Co
New York
$329K
IBOK
1970
Independence Bank of Kentucky
Kentucky
$327K
BFA
1971
Bluestem Financial Advisors
Illinois
$327K
CCC
1972
Compass Capital Corp
Massachusetts
$327K
NCM
1973
Nelson Capital Management
California
$327K
BAM
1974
Bosun Asset Management
Illinois
$326K
ICM
1975
IMS Capital Management
Oregon
$326K