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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
DWM
2076
Denver Wealth Management
Colorado
$278K -$4.05K -63 -1%
FAM
2077
Flaharty Asset Management
Florida
$277K
PCM
2078
Princeton Capital Management
New Jersey
$277K -$106K -1,650 -28%
CWP
2079
Concord Wealth Partners
Virginia
$276K -$12.5K -194 -4%
AFA
2080
Alpha Financial Advisors
North Carolina
$275K
GA
2081
GSG Advisors
New Jersey
$275K +$900 +14 +0.3%
KHCM
2082
Kirtland Hills Capital Management
Ohio
$275K +$22.1K +344 +9%
RLIM
2083
Red Lighthouse Investment Management
New York
$273K
PMSA
2084
Patrick M. Sweeney & Associates
Illinois
$273K
AOWM
2085
Alpha Omega Wealth Management
Virginia
$273K
SWG
2086
Summit Wealth Group
Vermont
$273K
CB
2087
Chris Bulman
California
$273K -$2.19K -34 -0.8%
PF
2088
Penney Financial
Texas
$272K
HCA
2089
Harpswell Capital Advisors
Maine
$272K +$268K +4,174 New
SIG
2090
Stonegate Investment Group
Alabama
$272K -$67.5K -1,051 -20%
DWM
2091
DecisionMap Wealth Management
Virginia
$272K
TCM
2092
TABR Capital Management
California
$271K +$835 +13 +0.3%
CPW
2093
Cove Private Wealth
New York
$270K
EWP
2094
Equity Wealth Partners
Missouri
$270K +$266K +4,133 New
VC
2095
Veracity Capital
Georgia
$268K -$64.1K -997 -20%
RA
2096
Rise Advisors
New York
$268K -$23.1K -360 -8%
AA
2097
Aufman Associates
Pennsylvania
$267K
MCM
2098
Mengis Capital Management
Oregon
$264K +$5.72K +89 +2%
FFA
2099
Fi3 Financial Advisors
Indiana
$263K -$964 -15 -0.4%
PHS
2100
Pekin Hardy Strauss
Illinois
$262K +$258K +4,017 New