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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
OWP
1976
Obermeyer Wealth Partners
Colorado
$322K
JWM
1977
JFG Wealth Management
Colorado
$321K
SIC
1978
SJS Investment Consulting
Ohio
$321K
BO
1979
Bank OZK
Arkansas
$320K
FMTC
1980
Farmers & Merchants Trust Company
California
$319K
SP
1981
Sequent Planning
Nebraska
$319K
TA
1982
TrueWealth Advisors
Alabama
$319K
VCM
1983
Versant Capital Management
Arizona
$318K
WP
1984
WealthPLAN Partners
Nebraska
$317K
AWM
1985
Aegis Wealth Management
Maryland
$317K
JWBC
1986
John W. Brooker & Co
California
$316K
LDB
1987
Lee, Danner & Bass
Tennessee
$315K
MM
1988
Main Management
California
$315K
GWA
1989
Gratus Wealth Advisors
Virginia
$315K
MSS
1990
Mitchell Sinkler & Starr
Pennsylvania
$314K
PPW
1991
Presilium Private Wealth
Pennsylvania
$314K
TWM
1992
Tripletail Wealth Management
Florida
$313K
NIM
1993
Northeast Investment Management
Massachusetts
$313K
EA
1994
Ellsworth Advisors
Ohio
$312K
CST
1995
Charles Schwab Trust
Nevada
$312K
SWM
1996
Steinberganna Wealth Management
New York
$311K
DBIA
1997
Dumont & Blake Investment Advisors
New Jersey
$311K
RFA
1998
Resurgent Financial Advisors
Georgia
$311K
CCMI
1999
Creative Capital Management Investments
California
$310K
BF
2000
Brooklyn FI
New York
$309K