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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: $75.6B → $79.2B (+$3.54B)

2% more repeat investments, than reductions

Existing positions increased: 982 | Existing positions reduced: 964

0% more funds holding

Funds holding: 2,4352,446 (+11)

0.76% less ownership

Funds ownership: 79.53%78.77% (-0.76%)

6% less funds holding in top 10

Funds holding in top 10: 360338 (-22)

Holders
2,446
Holders Change
+11
Holders Change %
+0.45%
% of All Funds
32.11%
Holding in Top 10
338
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-6.11%
% 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
Natixis Advisors
176
Natixis Advisors
Massachusetts
$43.5M +$2.76M +42,983 +7%
NFG
177
Nadler Financial Group
Illinois
$43.3M +$81.4K +1,267 +0.2%
FBB
178
Fulton Breakefield Broenniman
Maryland
$43.1M +$71.8K +1,117 +0.2%
William Blair & Company
179
William Blair & Company
Illinois
$42.5M -$1.81M -28,171 -4%
IB
180
Intrust Bank
Kansas
$42.1M -$173K -2,686 -0.4%
OC
181
Oppenheimer & Co
New York
$42.1M -$240K -3,734 -0.6%
JIC
182
Johnson Investment Counsel
Ohio
$41.3M +$192K +2,986 +0.5%
Fiera Capital (Canada)
183
Fiera Capital (Canada)
Quebec, Canada
$41.2M +$461K +7,178 +1%
RFA
184
RTD Financial Advisors
Pennsylvania
$41.1M +$2.59M +40,301 +7%
ETS
185
ESL Trust Services
New York
$41.1M -$1.68M -26,131 -4%
LGWM
186
Litman Gregory Wealth Management
California
$41M -$2.48M -38,658 -6%
SCM
187
SCS Capital Management
Massachusetts
$40.9M -$2.76M -42,976 -6%
EWM
188
Evermay Wealth Management
Virginia
$40.8M -$1.45M -22,598 -3%
NEPPG
189
New England Professional Planning Group
Rhode Island
$40.8M +$304K +4,730 +0.7%
GBT
190
Grove Bank & Trust
Florida
$40.2M -$10.6M -164,391 -21%
SWA
191
Sax Wealth Advisors
New Jersey
$39.6M -$1.27M -19,756 -3%
NC
192
NewSquare Capital
Pennsylvania
$39.4M +$1.3M +20,190 +3%
CTA
193
Chesley Taft & Associates
Illinois
$39.2M -$1.28M -19,929 -3%
GRP
194
Global Retirement Partners
California
$39.1M +$3.95M +61,460 +11%
Kovitz Investment Group Partners
195
Kovitz Investment Group Partners
Illinois
$39.1M +$3.72M +57,954 +11%
WHG
196
Westwood Holdings Group
Texas
$39M -$4.61M -71,743 -11%
MWA
197
Midland Wealth Advisors
Illinois
$38.6M +$36.9M +574,599 +3,525%
AF
198
Allworth Financial
California
$38.4M -$710K -11,055 -2%
LBC
199
Lowe Brockenbrough & Co
Virginia
$38.3M -$1.22M -18,946 -3%
Lazard Asset Management
200
Lazard Asset Management
New York
$37.9M -$1.98M -30,876 -5%