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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
BBPWM
1951
Blue Bell Private Wealth Management
Pennsylvania
$340K
CP
1952
Canopy Partners
Ohio
$339K
TSW
1953
Thompson Siegel & Walmsley
Virginia
$339K
MEG
1954
Millstone Evans Group
Colorado
$336K
FIM
1955
Freedom Investment Management
Connecticut
$335K
BKA
1956
Brick & Kyle Associates
Pennsylvania
$334K
LWMI
1957
Legacy Wealth Management (Idaho)
Idaho
$332K
PIM
1958
Penobscot Investment Management
Massachusetts
$331K
MPM
1959
Meritage Portfolio Management
Kansas
$329K
BFF
1960
Byrne Financial Freedom
Massachusetts
$329K
KWM
1961
KFG Wealth Management
Indiana
$329K
LJAC
1962
L.J. Altfest & Co
New York
$329K
IBOK
1963
Independence Bank of Kentucky
Kentucky
$327K
BFA
1964
Bluestem Financial Advisors
Illinois
$327K
CCC
1965
Compass Capital Corp
Massachusetts
$327K
NCM
1966
Nelson Capital Management
California
$327K
BAM
1967
Bosun Asset Management
Illinois
$326K
ICM
1968
IMS Capital Management
Oregon
$326K
FOR
1969
Family Office Research
Maryland
$325K
VAM
1970
Virtue Asset Management
Illinois
$325K
LWCFA
1971
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$324K
GA
1972
Greenspring Advisors
Maryland
$323K
JJBC
1973
James J. Burns & Company
New York
$323K
TCM
1974
TD Capital Management
Tennessee
$323K
HWM
1975
HFR Wealth Management
New York
$322K