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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
FOR
1976
Family Office Research
Maryland
$325K
VAM
1977
Virtue Asset Management
Illinois
$325K
LWCFA
1978
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$324K
GA
1979
Greenspring Advisors
Maryland
$323K
JJBC
1980
James J. Burns & Company
New York
$323K
TCM
1981
TD Capital Management
Tennessee
$323K
HWM
1982
HFR Wealth Management
New York
$322K
OWP
1983
Obermeyer Wealth Partners
Colorado
$322K
JWM
1984
JFG Wealth Management
Colorado
$321K
SIC
1985
SJS Investment Consulting
Ohio
$321K
BO
1986
Bank OZK
Arkansas
$320K
FMTC
1987
Farmers & Merchants Trust Company
California
$319K
SP
1988
Sequent Planning
Nebraska
$319K
TA
1989
TrueWealth Advisors
Alabama
$319K
VCM
1990
Versant Capital Management
Arizona
$318K
WP
1991
WealthPLAN Partners
Nebraska
$317K
AWMM
1992
Aegis Wealth Management (Maryland)
Maryland
$317K
JWBC
1993
John W. Brooker & Co
California
$316K
LDB
1994
Lee, Danner & Bass
Tennessee
$315K
MM
1995
Main Management
California
$315K
GWA
1996
Gratus Wealth Advisors
Virginia
$315K
MSS
1997
Mitchell Sinkler & Starr
Pennsylvania
$314K
PPW
1998
Presilium Private Wealth
Pennsylvania
$314K
TWM
1999
Tripletail Wealth Management
Florida
$313K
NIM
2000
Northeast Investment Management
Massachusetts
$313K