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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
EA
2001
Ellsworth Advisors
Ohio
$312K
CST
2002
Charles Schwab Trust
Nevada
$312K
SWM
2003
Steinberganna Wealth Management
New York
$311K
DBIA
2004
Dumont & Blake Investment Advisors
New Jersey
$311K
RFA
2005
Resurgent Financial Advisors
Georgia
$311K
CCMI
2006
Creative Capital Management Investments
California
$310K
BF
2007
Brooklyn FI
New York
$309K
ZIG
2008
Zuckerman Investment Group
Illinois
$309K
PFM
2009
Potomac Fund Management
Florida
$308K
CFP
2010
Cascade Financial Partners
California
$308K
APW
2011
Axim Planning & Wealth
Ohio
$308K
FCM
2012
Fortis Capital Management
Washington
$307K
PWM
2013
Praetorian Wealth Management
California
$305K
BEC
2014
Blue Edge Capital
Virginia
$304K
AA
2015
Apriem Advisors
California
$303K
MFS
2016
Mattson Financial Services
Michigan
$303K
IAS
2017
Integrity Advisory Solutions
Texas
$302K
M1FG
2018
Mach-1 Financial Group
Arkansas
$302K
FM
2019
Family Management
New York
$302K
LA
2020
Lifeworks Advisors
Michigan
$302K
MCM
2021
Morton Capital Management
California
$301K
GP
2022
Geneva Partners
Wisconsin
$301K
4A
2023
4Wealth Advisors
Illinois
$299K
OIA
2024
Optimum Investment Advisors
Illinois
$299K
RCP
2025
Rothschild Capital Partners
New York
$299K