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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
CF
2151
Collier Financial
Colorado
$239K +$235K +3,662 New
W
2152
WPWealth
Texas
$239K -$65.5K -1,019 -22%
EP
2153
EPIQ Partners
Minnesota
$238K +$4.82K +75 +2%
CAM
2154
Covenant Asset Management
New Jersey
$238K
MFWP
2155
Mosaic Family Wealth Partners
Missouri
$237K +$64 +1 +0%
SFG
2156
Shum Financial Group
California
$237K +$233K +3,631 New
PFA
2157
Pathway Financial Advisors
Vermont
$236K -$7.65K -119 -3%
WFAG
2158
Worth Financial Advisory Group
North Carolina
$236K -$82.6K -1,285 -26%
BIM
2159
Baldwin Investment Management
Pennsylvania
$236K
MFG
2160
Mustico Financial Group
New York
$236K +$7.26K +113 +3%
SWM
2161
Sterling Wealth Management
Illinois
$236K +$25.1K +391 +12%
BFG
2162
Berger Financial Group
Minnesota
$236K +$11.1K +173 +5%
LWM
2163
LongView Wealth Management
Georgia
$236K -$83.9K -1,306 -27%
MGIA
2164
Matthew Goff Investment Advisor
Texas
$236K
TNA
2165
True North Advisors
Texas
$235K +$231K +3,599 New
GA
2166
GoalVest Advisory
New York
$234K +$50K +778 +28%
ACM
2167
Aspen Capital Management
Idaho
$234K +$193 +3 +0.1%
HIC
2168
Holderness Investments Company
North Carolina
$233K
CCAL
2169
City Center Advisors LLC
Michigan
$233K +$229K +3,568 New
MWM
2170
Manske Wealth Management
Texas
$232K +$19.2K +298 +9%
CB
2171
CNB Bank
Pennsylvania
$231K -$3.86K -60 -2%
FFBTD
2172
First Financial Bank - Trust Division
Ohio
$231K +$227K +3,533 New
RWP
2173
Reliant Wealth Planning
Kentucky
$230K +$227K +3,532 New
CWM
2174
Compass Wealth Management
Connecticut
$230K
BBA
2175
Braun-Bostich & Associates
Pennsylvania
$230K