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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
FMTC
2001
Farmers & Merchants Trust Company
California
$319K
SP
2002
Sequent Planning
Nebraska
$319K +$22.6K +352 +8%
TA
2003
TrueWealth Advisors
Alabama
$319K +$11.4K +178 +4%
VCM
2004
Versant Capital Management
Arizona
$318K +$29.4K +458 +10%
WP
2005
WealthPLAN Partners
Nebraska
$317K -$13.6K -211 -4%
AWMM
2006
Aegis Wealth Management (Maryland)
Maryland
$317K
JWBC
2007
John W. Brooker & Co
California
$316K +$10.6K +165 +4%
LDB
2008
Lee, Danner & Bass
Tennessee
$315K
MM
2009
Main Management
California
$315K
GWA
2010
Gratus Wealth Advisors
Virginia
$315K -$86.7K -1,349 -22%
MSS
2011
Mitchell Sinkler & Starr
Pennsylvania
$314K
PPW
2012
Presilium Private Wealth
Pennsylvania
$314K +$30.8K +479 +11%
TWM
2013
Tripletail Wealth Management
Florida
$313K +$1.22K +19 +0.4%
NIM
2014
Northeast Investment Management
Massachusetts
$313K
EA
2015
Ellsworth Advisors
Ohio
$312K -$24.4K -379 -7%
CST
2016
Charles Schwab Trust
Nevada
$312K +$4.5K +70 +1%
SWM
2017
Steinberganna Wealth Management
New York
$311K +$306K +4,768 New
DBIA
2018
Dumont & Blake Investment Advisors
New Jersey
$311K +$64 +1 +0%
RFA
2019
Resurgent Financial Advisors
Georgia
$311K +$450 +7 +0.1%
CCMI
2020
Creative Capital Management Investments
California
$310K
BF
2021
Brooklyn FI
New York
$309K
ZIG
2022
Zuckerman Investment Group
Illinois
$309K
PFM
2023
Potomac Fund Management
Florida
$308K -$43.4K -675 -12%
CFP
2024
Cascade Financial Partners
California
$308K
APW
2025
Axim Planning & Wealth
Ohio
$308K -$9.77K -152 -3%