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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
NJIM
2051
Nabity-Jensen Investment Management
Nebraska
$295K
LKBC
2052
L.K. Benson & Company
Maryland
$294K +$290K +4,510 New
CAM
2053
Creekmur Asset Management
Illinois
$292K +$29.9K +466 +12%
AG
2054
AmeriFlex Group
Nevada
$292K -$197K -3,071 -41%
4WM
2055
4J Wealth Management
Virginia
$291K -$8.23K -128 -3%
BFA
2056
Beacon Financial Advisory
Ohio
$291K -$514 -8 -0.2%
CRI
2057
Commonwealth Retirement Investments
Virginia
$291K -$19.3K -300 -6%
AWM
2058
Affinity Wealth Management
Delaware
$290K
BBW
2059
Blue Barn Wealth
Utah
$290K +$3.34K +52 +1%
BMWS
2060
Brady Martz Wealth Solutions
North Dakota
$288K +$284K +4,419 New
MS
2061
Madden Securities
Texas
$288K +$2.7K +42 +1%
LWM
2062
LJI Wealth Management
Indiana
$286K -$10.5K -163 -4%
DJSG
2063
D.J. St. Germain
Massachusetts
$286K
HDIM
2064
Hanson & Doremus Investment Management
Vermont
$285K
BPFA
2065
Barnes Pettey Financial Advisors
Mississippi
$283K +$279K +4,339 New
EFG
2066
Everhart Financial Group
Ohio
$283K +$19.2K +299 +7%
BHB
2067
Bank Hapoalim BM
Israel
$282K
DWA
2068
Douglass Winthrop Advisors
New York
$282K +$278K +4,320 New
VPA
2069
Vernal Point Advisors
California
$282K +$278K +4,320 New
FRA
2070
Frank Rimerman Advisors
California
$281K
BW
2071
Balance Wealth
Ohio
$280K +$39.7K +618 +17%
CWM
2072
Centric Wealth Management
Illinois
$280K +$278K +4,320 New
LWM
2073
Liberty Wealth Management
California
$279K +$36.4K +566 +15%
FA
2074
Fiduciary Alliance
South Carolina
$278K +$3.79K +59 +1%
ARA
2075
Alexander Randolph Advisory
Virginia
$278K