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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: $75.6B → $79.2B (+$3.54B)

2% more repeat investments, than reductions

Existing positions increased: 982 | Existing positions reduced: 964

0% more funds holding

Funds holding: 2,4352,446 (+11)

0.76% less ownership

Funds ownership: 79.53%78.77% (-0.76%)

6% less funds holding in top 10

Funds holding in top 10: 360338 (-22)

Holders
2,446
Holders Change
+11
Holders Change %
+0.45%
% of All Funds
32.11%
Holding in Top 10
338
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-6.11%
% 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
CWM
2176
Chemistry Wealth Management
New York
$230K
CFA
2177
Capstone Financial Advisors
Illinois
$229K +$643 +10 +0.3%
TCOTS
2178
Trust Company of the South
North Carolina
$228K
BL
2179
BFSG LLC
California
$228K +$9.96K +155 +5%
CWMS
2180
Cannon Wealth Management Services
North Carolina
$228K -$4.63K -72 -2%
WW
2181
Westshore Wealth
California
$228K
FCM
2182
Fogel Capital Management
Florida
$227K
GRA
2183
Golden Road Advisors
Florida
$227K +$223K +3,477 New
FFG
2184
Foundry Financial Group
New Hampshire
$227K -$66K -1,027 -23%
BL
2185
BCWM LLC
Kansas
$226K +$223K +3,469 New
PSIWM
2186
Paradigm Strategies in Wealth Management
Minnesota
$226K +$643 +10 +0.3%
DA
2187
Detalus Advisors
Missouri
$226K -$30.3K -471 -12%
BF
2188
Brogan Financial
Tennessee
$226K +$771 +12 +0.3%
DC
2189
Darrow Company
Massachusetts
$225K
GFG
2190
Goldstone Financial Group
Illinois
$225K +$222K +3,448 New
NPT
2191
Nixon Peabody Trust
Massachusetts
$225K
VP
2192
Verum Partners
North Carolina
$224K +$193 +3 +0.1%
AAS
2193
Annex Advisory Services
Wisconsin
$224K -$18K -280 -8%
FFG
2194
Fiduciary Financial Group
California
$223K -$10.4K -162 -5%
LS
2195
Leelyn Smith
Illinois
$222K
TIM
2196
Thor Investment Management
Ohio
$222K
SFC
2197
SYM Financial Corp
Indiana
$221K -$9.38K -146 -4%
SW
2198
SMART Wealth
Nebraska
$220K -$24.4K -379 -10%
AMIM
2199
Aull & Monroe Investment Management
Alabama
$220K
PHAM
2200
Palisades Hudson Asset Management
Florida
$220K +$129 +2 +0.1%