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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
ZIG
2001
Zuckerman Investment Group
Illinois
$309K
PFM
2002
Potomac Fund Management
Florida
$308K
CFP
2003
Cascade Financial Partners
California
$308K
APW
2004
Axim Planning & Wealth
Ohio
$308K
FCM
2005
Fortis Capital Management
Washington
$307K
PWM
2006
Praetorian Wealth Management
California
$305K
BEC
2007
Blue Edge Capital
Virginia
$304K
AA
2008
Apriem Advisors
California
$303K
MFS
2009
Mattson Financial Services
Michigan
$303K
M1FG
2010
Mach-1 Financial Group
Arkansas
$302K
IAS
2011
Integrity Advisory Solutions
Texas
$302K
FM
2012
Family Management
New York
$302K
LA
2013
Lifeworks Advisors
Michigan
$302K
MCM
2014
Morton Capital Management
California
$301K
GP
2015
Geneva Partners
Wisconsin
$301K
4A
2016
4Wealth Advisors
Illinois
$299K
OIA
2017
Optimum Investment Advisors
Illinois
$299K
RCP
2018
Rothschild Capital Partners
New York
$299K
SL
2019
Sentry LLC
Tennessee
$299K
GWM
2020
Gibbs Wealth Management
Georgia
$298K
FAT
2021
First American Trust
California
$298K
WMA
2022
West Michigan Advisors
Michigan
$298K
TFM
2023
Trademark Financial Management
Minnesota
$298K
GIP
2024
Granite Investment Partners
California
$297K
WFA
2025
WestHill Financial Advisors
California
$297K