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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
FCM
2026
Fortis Capital Management
Washington
$307K -$85.5K -1,331 -22%
PWM
2027
Praetorian Wealth Management
California
$305K +$301K +4,681 New
BEC
2028
Blue Edge Capital
Virginia
$304K +$300K +4,665 New
MWA
2029
Medallion Wealth Advisors
Connecticut
$304K +$193 +3 +0.1%
AA
2030
Apriem Advisors
California
$303K
MFS
2031
Mattson Financial Services
Michigan
$303K +$298K +4,638 New
IAS
2032
Integrity Advisory Solutions
Texas
$302K +$298K +4,633 New
M1FG
2033
Mach-1 Financial Group
Arkansas
$302K +$298K +4,633 New
FM
2034
Family Management
New York
$302K -$24.2K -377 -8%
LA
2035
Lifeworks Advisors
Michigan
$302K -$16.6K -259 -5%
MCM
2036
Morton Capital Management
California
$301K -$407K -6,337 -58%
GP
2037
Geneva Partners
Wisconsin
$301K -$193 -3 -0.1%
4A
2038
4Wealth Advisors
Illinois
$299K +$72.3K +1,125 +32%
OIA
2039
Optimum Investment Advisors
Illinois
$299K
RCP
2040
Rothschild Capital Partners
New York
$299K -$18.7K -291 -6%
SL
2041
Sentry LLC
Tennessee
$299K
GWM
2042
Gibbs Wealth Management
Georgia
$298K -$180K -2,799 -38%
FAT
2043
First American Trust
California
$298K +$30.8K +480 +12%
WMA
2044
West Michigan Advisors
Michigan
$298K +$5.78K +90 +2%
TFM
2045
Trademark Financial Management
Minnesota
$298K -$1.54K -24 -0.5%
GIP
2046
Granite Investment Partners
California
$297K
WFA
2047
WestHill Financial Advisors
California
$297K -$1.8K -28 -0.6%
BMC
2048
Beaton Management Company
Massachusetts
$296K
AP
2049
Atwood & Palmer
Missouri
$296K
AI
2050
Auour Investments
Massachusetts
$295K