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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
LCWP
2126
Legacy Capital Wealth Partners
Arkansas
$253K
IPW
2127
Inlet Private Wealth
Florida
$253K +$249K +3,880 New
LSL
2128
Legacy Solutions LLC
Pennsylvania
$253K +$193 +3 +0.1%
FPW
2129
Fairvoy Private Wealth
Alabama
$252K -$13.4K -209 -5%
CWS
2130
Cypress Wealth Services
California
$252K -$2.63K -41 -1%
VWA
2131
Visionary Wealth Advisors
Illinois
$251K -$11.3K -176 -4%
FDCP
2132
Foster Dykema Cabot & Partners
Massachusetts
$250K +$4.82K +75 +2%
CFP
2133
Curran Financial Partners
South Carolina
$250K +$5.72K +89 +2%
FVWA
2134
Foster Victor Wealth Advisors
South Carolina
$249K -$411K -6,397 -63%
SAM
2135
Strategy Asset Managers
California
$248K +$5.27K +82 +2%
HWA
2136
Heartwood Wealth Advisors
Virginia
$247K
SCA
2137
Stonebridge Capital Advisors
Minnesota
$247K -$19.5K -303 -7%
WGC
2138
Watts Gwilliam & Co
Arizona
$246K +$64 +1 +0%
ORC
2139
O'Rourke & Company
Massachusetts
$246K +$243K +3,774 New
RPA
2140
Rock Point Advisors
Vermont
$245K +$17.2K +268 +8%
HCM
2141
Hall Capital Management
Rhode Island
$245K
CRI
2142
Colonial River Investments
Virginia
$243K -$22.8K -355 -9%
GIM
2143
Gold Investment Management
Alberta, Canada
$243K
TWM
2144
Topsail Wealth Management
North Carolina
$243K +$193 +3 +0.1%
MAG
2145
M3 Advisory Group
Massachusetts
$242K +$64 +1 +0%
PWPS
2146
Pinnacle Wealth Planning Services
Ohio
$241K +$6.43K +100 +3%
FPB
2147
First PREMIER Bank
South Dakota
$240K +$9.25K +144 +4%
SP
2148
Symmetry Partners
Connecticut
$240K -$2.31K -36 -1%
BCM
2149
BTC Capital Management
Iowa
$240K
ECA
2150
Elevated Capital Advisors
Utah
$239K +$1.54K +24 +0.7%