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iShares Core S&P Mid-Cap ETF

2,417 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
2,417
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
Natixis Advisors
176
Natixis Advisors
Massachusetts
$43.5M
NFG
177
Nadler Financial Group
Illinois
$43.3M
FBB
178
Fulton Breakefield Broenniman
Maryland
$43.1M
NRI
179
NFP Retirement Inc
California
$42.9M
William Blair & Company
180
William Blair & Company
Illinois
$42.5M
IB
181
Intrust Bank
Kansas
$42.1M
OC
182
Oppenheimer & Co
New York
$42.1M
JIC
183
Johnson Investment Counsel
Ohio
$41.3M
Fiera Capital (Canada)
184
Fiera Capital (Canada)
Quebec, Canada
$41.2M
RFA
185
RTD Financial Advisors
Pennsylvania
$41.1M
ETS
186
ESL Trust Services
New York
$41.1M
LGWM
187
Litman Gregory Wealth Management
California
$41M
SCM
188
SCS Capital Management
Massachusetts
$40.9M
EWM
189
Evermay Wealth Management
Virginia
$40.8M
NEPPG
190
New England Professional Planning Group
Rhode Island
$40.8M
GBT
191
Grove Bank & Trust
Florida
$40.2M
SWA
192
Sax Wealth Advisors
New Jersey
$39.6M
NC
193
NewSquare Capital
Pennsylvania
$39.4M
CTA
194
Chesley Taft & Associates
Illinois
$39.2M
GRP
195
Global Retirement Partners
California
$39.1M
Kovitz Investment Group Partners
196
Kovitz Investment Group Partners
Illinois
$39.1M
WHG
197
Westwood Holdings Group
Texas
$39M
MWA
198
Midland Wealth Advisors
Illinois
$38.6M
AF
199
Allworth Financial
California
$38.4M
LBC
200
Lowe Brockenbrough & Co
Virginia
$38.3M