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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
BMC
2026
Beaton Management Company
Massachusetts
$296K
AP
2027
Atwood & Palmer
Missouri
$296K
NJIM
2028
Nabity-Jensen Investment Management
Nebraska
$295K
AI
2029
Auour Investments
Massachusetts
$295K
LKBC
2030
L.K. Benson & Company
Maryland
$294K
CAM
2031
Creekmur Asset Management
Illinois
$292K
AG
2032
AmeriFlex Group
Nevada
$292K
4WM
2033
4J Wealth Management
Virginia
$291K
BFA
2034
Beacon Financial Advisory
Ohio
$291K
CRI
2035
Commonwealth Retirement Investments
Virginia
$291K
AWM
2036
Affinity Wealth Management
Delaware
$290K
BBW
2037
Blue Barn Wealth
Utah
$290K
BMWS
2038
Brady Martz Wealth Solutions
North Dakota
$288K
MS
2039
Madden Securities
Texas
$288K
LWM
2040
LJI Wealth Management
Indiana
$286K
DJSG
2041
D.J. St. Germain
Massachusetts
$286K
HDIM
2042
Hanson & Doremus Investment Management
Vermont
$285K
BPFA
2043
Barnes Pettey Financial Advisors
Mississippi
$283K
EFG
2044
Everhart Financial Group
Ohio
$283K
BHB
2045
Bank Hapoalim BM
Israel
$282K
DWA
2046
Douglass Winthrop Advisors
New York
$282K
VPA
2047
Vernal Point Advisors
California
$282K
FRA
2048
Frank Rimerman Advisors
California
$281K
BW
2049
Balance Wealth
Ohio
$280K
CWM
2050
Centric Wealth Management
Illinois
$280K