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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
LWM
2051
Liberty Wealth Management
California
$279K
FA
2052
Fiduciary Alliance
South Carolina
$278K
ARA
2053
Alexander Randolph Advisory
Virginia
$278K
DWM
2054
Denver Wealth Management
Colorado
$278K
FAM
2055
Flaharty Asset Management
Florida
$277K
PCM
2056
Princeton Capital Management
New Jersey
$277K
CWP
2057
Concord Wealth Partners
Virginia
$276K
AFA
2058
Alpha Financial Advisors
North Carolina
$275K
GA
2059
GSG Advisors
New Jersey
$275K
KHCM
2060
Kirtland Hills Capital Management
Ohio
$275K
RLIM
2061
Red Lighthouse Investment Management
New York
$273K
PMSA
2062
Patrick M. Sweeney & Associates
Illinois
$273K
AOWM
2063
Alpha Omega Wealth Management
Virginia
$273K
SWG
2064
Summit Wealth Group
Vermont
$273K
CB
2065
Chris Bulman
California
$273K
PF
2066
Penney Financial
Texas
$272K
HCA
2067
Harpswell Capital Advisors
Maine
$272K
SIG
2068
Stonegate Investment Group
Alabama
$272K
DWM
2069
DecisionMap Wealth Management
Virginia
$272K
TCM
2070
TABR Capital Management
California
$271K
CPW
2071
Cove Private Wealth
New York
$270K
EWP
2072
Equity Wealth Partners
Missouri
$270K
VC
2073
Veracity Capital
Georgia
$268K
RA
2074
Rise Advisors
New York
$268K
AA
2075
Aufman Associates
Pennsylvania
$267K