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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
FIM
1976
Freedom Investment Management
Connecticut
$335K -$15.3M -238,469 -98%
BKA
1977
Brick & Kyle Associates
Pennsylvania
$334K -$1.15M -17,875 -78%
LWMI
1978
Legacy Wealth Management (Idaho)
Idaho
$332K +$29.9K +466 +10%
PIM
1979
Penobscot Investment Management
Massachusetts
$331K
MPM
1980
Meritage Portfolio Management
Kansas
$329K +$63K +981 +24%
BFF
1981
Byrne Financial Freedom
Massachusetts
$329K +$64 +1 +0%
KWM
1982
KFG Wealth Management
Indiana
$329K -$321 -5 -0.1%
LJAC
1983
L.J. Altfest & Co
New York
$329K -$66K -1,027 -17%
IBOK
1984
Independence Bank of Kentucky
Kentucky
$327K +$31.8K +495 +11%
BFA
1985
Bluestem Financial Advisors
Illinois
$327K
CCC
1986
Compass Capital Corp
Massachusetts
$327K
NCM
1987
Nelson Capital Management
California
$327K
BAM
1988
Bosun Asset Management
Illinois
$326K
ICM
1989
IMS Capital Management
Oregon
$326K -$65.5K -1,020 -17%
FOR
1990
Family Office Research
Maryland
$325K +$450 +7 +0.1%
VAM
1991
Virtue Asset Management
Illinois
$325K +$320K +4,975 New
LWCFA
1992
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$324K -$169K -2,635 -35%
GA
1993
Greenspring Advisors
Maryland
$323K +$318K +4,955 New
JJBC
1994
James J. Burns & Company
New York
$323K +$386 +6 +0.1%
TCM
1995
TD Capital Management
Tennessee
$323K -$5.4K -84 -2%
HWM
1996
HFR Wealth Management
New York
$322K
OWP
1997
Obermeyer Wealth Partners
Colorado
$322K +$25.1K +390 +9%
JWM
1998
JFG Wealth Management
Colorado
$321K
SIC
1999
SJS Investment Consulting
Ohio
$321K +$234K +3,645 +287%
BO
2000
Bank OZK
Arkansas
$320K -$2.96K -46 -0.9%