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iShares Core S&P Mid-Cap ETF

2,432 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, 976 increasing their positions, 960 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,432
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
PPW
2001
Presilium Private Wealth
Pennsylvania
$314K
TWM
2002
Tripletail Wealth Management
Florida
$313K
NIM
2003
Northeast Investment Management
Massachusetts
$313K
EA
2004
Ellsworth Advisors
Ohio
$312K
CST
2005
Charles Schwab Trust
Nevada
$312K
SWM
2006
Steinberganna Wealth Management
New York
$311K
DBIA
2007
Dumont & Blake Investment Advisors
New Jersey
$311K
RFA
2008
Resurgent Financial Advisors
Georgia
$311K
CCMI
2009
Creative Capital Management Investments
California
$310K
BF
2010
Brooklyn FI
New York
$309K
ZIG
2011
Zuckerman Investment Group
Illinois
$309K
PFM
2012
Potomac Fund Management
Florida
$308K
CFP
2013
Cascade Financial Partners
California
$308K
APW
2014
Axim Planning & Wealth
Ohio
$308K
FCM
2015
Fortis Capital Management
Washington
$307K
PWM
2016
Praetorian Wealth Management
California
$305K
BEC
2017
Blue Edge Capital
Virginia
$304K
AA
2018
Apriem Advisors
California
$303K
MFS
2019
Mattson Financial Services
Michigan
$303K
IAS
2020
Integrity Advisory Solutions
Texas
$302K
M1FG
2021
Mach-1 Financial Group
Arkansas
$302K
FM
2022
Family Management
New York
$302K
LA
2023
Lifeworks Advisors
Michigan
$302K
MCM
2024
Morton Capital Management
California
$301K
GP
2025
Geneva Partners
Wisconsin
$301K