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iShares Core S&P Mid-Cap ETF

2,417 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
2,417
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
RWP
2151
Reliant Wealth Planning
Kentucky
$230K
CWM
2152
Compass Wealth Management
Connecticut
$230K
BBA
2153
Braun-Bostich & Associates
Pennsylvania
$230K
CWM
2154
Chemistry Wealth Management
New York
$230K
CFA
2155
Capstone Financial Advisors
Illinois
$229K
TCOTS
2156
Trust Company of the South
North Carolina
$228K
BL
2157
BFSG LLC
California
$228K
CWMS
2158
Cannon Wealth Management Services
North Carolina
$228K
WW
2159
Westshore Wealth
California
$228K
FCM
2160
Fogel Capital Management
Florida
$227K
GRA
2161
Golden Road Advisors
Florida
$227K
FFG
2162
Foundry Financial Group
New Hampshire
$227K
BL
2163
BCWM LLC
Kansas
$226K
PSIWM
2164
Paradigm Strategies in Wealth Management
Minnesota
$226K
DA
2165
Detalus Advisors
Missouri
$226K
BF
2166
Brogan Financial
Tennessee
$226K
DC
2167
Darrow Company
Massachusetts
$225K
GFG
2168
Goldstone Financial Group
Illinois
$225K
NPT
2169
Nixon Peabody Trust
Massachusetts
$225K
VP
2170
Verum Partners
North Carolina
$224K
AAS
2171
Annex Advisory Services
Wisconsin
$224K
FFG
2172
Fiduciary Financial Group
California
$223K
LS
2173
Leelyn Smith
Illinois
$222K
SFC
2174
SYM Financial Corp
Indiana
$221K
SW
2175
SMART Wealth
Nebraska
$220K