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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
EFG
2051
Everhart Financial Group
Ohio
$283K
BHB
2052
Bank Hapoalim BM
Israel
$282K
DWA
2053
Douglass Winthrop Advisors
New York
$282K
VPA
2054
Vernal Point Advisors
California
$282K
FRA
2055
Frank Rimerman Advisors
California
$281K
BW
2056
Balance Wealth
Ohio
$280K
CWM
2057
Centric Wealth Management
Illinois
$280K
LWM
2058
Liberty Wealth Management
California
$279K
FA
2059
Fiduciary Alliance
South Carolina
$278K
ARA
2060
Alexander Randolph Advisory
Virginia
$278K
DWM
2061
Denver Wealth Management
Colorado
$278K
FAM
2062
Flaharty Asset Management
Florida
$277K
PCM
2063
Princeton Capital Management
New Jersey
$277K
CWP
2064
Concord Wealth Partners
Virginia
$276K
AFA
2065
Alpha Financial Advisors
North Carolina
$275K
GA
2066
GSG Advisors
New Jersey
$275K
KHCM
2067
Kirtland Hills Capital Management
Ohio
$275K
RLIM
2068
Red Lighthouse Investment Management
New York
$273K
PMSA
2069
Patrick M. Sweeney & Associates
Illinois
$273K
AOWM
2070
Alpha Omega Wealth Management
Virginia
$273K
SWG
2071
Summit Wealth Group
Vermont
$273K
CB
2072
Chris Bulman
California
$273K
PF
2073
Penney Financial
Texas
$272K
HCA
2074
Harpswell Capital Advisors
Maine
$272K
SIG
2075
Stonegate Investment Group
Alabama
$272K