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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
IWA
2101
Icon Wealth Advisors
Texas
$254K
PG
2102
Prostatis Group
Maryland
$254K
FCIM
2103
Fairview Capital Investment Management
California
$254K
LCWP
2104
Legacy Capital Wealth Partners
Arkansas
$253K
IPW
2105
Inlet Private Wealth
Florida
$253K
LSL
2106
Legacy Solutions LLC
Pennsylvania
$253K
FPW
2107
Fairvoy Private Wealth
Alabama
$252K
CWS
2108
Cypress Wealth Services
California
$252K
VWA
2109
Visionary Wealth Advisors
Illinois
$251K
FDCP
2110
Foster Dykema Cabot & Partners
Massachusetts
$250K
CFP
2111
Curran Financial Partners
South Carolina
$250K
FVWA
2112
Foster Victor Wealth Advisors
South Carolina
$249K
SAM
2113
Strategy Asset Managers
California
$248K
HWA
2114
Heartwood Wealth Advisors
Virginia
$247K
SCA
2115
Stonebridge Capital Advisors
Minnesota
$247K
WGC
2116
Watts Gwilliam & Co
Arizona
$246K
ORC
2117
O'Rourke & Company
Massachusetts
$246K
RPA
2118
Rock Point Advisors
Vermont
$245K
HCM
2119
Hall Capital Management
Rhode Island
$245K
CRI
2120
Colonial River Investments
Virginia
$243K
GIM
2121
Gold Investment Management
Alberta, Canada
$243K
TWM
2122
Topsail Wealth Management
North Carolina
$243K
MAG
2123
M3 Advisory Group
Massachusetts
$242K
PWPS
2124
Pinnacle Wealth Planning Services
Ohio
$241K
FPB
2125
First PREMIER Bank
South Dakota
$240K