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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
PIFP
1951
Partners in Financial Planning
Virginia
$355K +$450 +7 +0.1%
ACI
1952
Alpha Cubed Investments
California
$355K -$12.2K -190 -3%
HFO
1953
Heritage Family Offices
Arizona
$355K -$5.27K -82 -1%
AT
1954
Avalon Trust
New Mexico
$353K
VPF
1955
Vantage Point Financial
Illinois
$353K -$8.74K -136 -2%
DCM
1956
Dimension Capital Management
Florida
$352K
ACM
1957
Advance Capital Management
Michigan
$352K -$7.91K -123 -2%
FF
1958
Fox Financial
Pennsylvania
$352K -$29.1K -453 -8%
DHC
1959
Drum Hill Capital
Connecticut
$351K
TC
1960
TownSquare Capital
Utah
$350K -$190K -2,958 -36%
VCM
1961
Vivaldi Capital Management
Illinois
$350K -$127K -1,978 -27%
GHAM
1962
Gilman Hill Asset Management
Connecticut
$349K
HCWM
1963
Hidden Cove Wealth Management
Washington
$348K +$343K +5,335 New
SW
1964
SkyOak Wealth
Michigan
$348K
FFM
1965
Forum Financial Management
Illinois
$346K -$54.6K -850 -14%
RCM
1966
Requisite Capital Management
Texas
$346K
RW
1967
RVW Wealth
California
$345K
RBFC
1968
Roman Butler Fullerton & Co
Missouri
$343K +$514 +8 +0.2%
SA
1969
Sovran Advisors
California
$341K -$73.3K -1,140 -18%
SWM
1970
Segment Wealth Management
Texas
$341K -$3.54K -55 -1%
FWM
1971
Fingerlakes Wealth Management
New York
$340K +$9.77K +152 +3%
BBPWM
1972
Blue Bell Private Wealth Management
Pennsylvania
$340K
CP
1973
Canopy Partners
Ohio
$339K
TSW
1974
Thompson Siegel & Walmsley
Virginia
$339K +$2.89K +45 +0.9%
MEG
1975
Millstone Evans Group
Colorado
$336K