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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
AMIM
2176
Aull & Monroe Investment Management
Alabama
$220K
PHAM
2177
Palisades Hudson Asset Management
Florida
$220K
MHR
2178
Matthew Hamilton Rosenberg
$220K
RWM
2179
Reston Wealth Management
Virginia
$219K
FVCM
2180
F&V Capital Management
Florida
$219K
GWA
2181
Gutierrez Wealth Advisory
Arkansas
$219K
LFGO
2182
Legacy Financial Group (Oklahoma)
Oklahoma
$219K
CWA
2183
CM Wealth Advisors
Ohio
$219K
FWM
2184
Focused Wealth Management
New York
$219K
WPA
2185
Wealth Preservation Advisors
Tennessee
$218K
CIP
2186
Capital Insight Partners
Arizona
$218K
WA
2187
Wealth Architects
California
$218K
SFP
2188
Strategic Financial Planning
Texas
$218K
WPC
2189
White Pine Capital
Minnesota
$218K
TAM
2190
TCP Asset Management
Ohio
$217K
ISFAN
2191
Investor's Fiduciary Advisor Network
Washington
$216K
LWP
2192
LeClair Wealth Partners
Ohio
$216K
SWIG
2193
Strategic Wealth Investment Group
Kentucky
$216K
HFS
2194
Heritage Financial Services
Massachusetts
$215K
FFA
2195
Frazier Financial Advisors
Ohio
$215K
EWA
2196
Emergent Wealth Advisors
New York
$215K
FFO
2197
Fiduciary Family Office
Florida
$214K
STCOSD
2198
Sageworth Trust Company of South Dakota
South Dakota
$214K
FS
2199
Financial Symmetry
North Carolina
$213K
HF
2200
HRT Financial
New York
$212K