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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
DIP
201
DT Investment Partners
Pennsylvania
$37.4M +$420K +6,539 +1%
BFA
202
Beaumont Financial Advisors
Massachusetts
$36.9M -$463K -7,205 -1%
GG
203
Greenwood Gearhart
Arkansas
$36.6M +$802K +12,487 +2%
HI
204
Human Investing
Oregon
$36.4M +$1.6M +24,879 +5%
DT
205
Diversified Trust
Tennessee
$36.2M -$4.71M -73,227 -12%
CWA
206
CJM Wealth Advisers
Virginia
$36.1M -$58.3K -907 -0.2%
VFA
207
Voya Financial Advisors
Connecticut
$36.1M -$4.49M -69,935 -11%
SFA
208
Sequoia Financial Advisors
Ohio
$35.3M -$2.81M -43,676 -7%
IWC
209
Integrated Wealth Concepts
Massachusetts
$34.6M -$4.07M -63,406 -11%
BNP Paribas Financial Markets
210
BNP Paribas Financial Markets
France
$34.6M -$59.9M -931,605 -64%
HI
211
Hudock Inc
Pennsylvania
$34.1M +$152K +2,358 +0.5%
TAM
212
Titleist Asset Management
Texas
$33.4M +$1.31M +20,455 +4%
CIBC Private Wealth Group
213
CIBC Private Wealth Group
Georgia
$33.4M -$694K -10,805 -2%
CIA
214
Capital Investment Advisors
Georgia
$33.2M -$8.87K -138 -0%
UCFA
215
United Capital Financial Advisors
Texas
$33.2M +$927K +14,426 +3%
PFA
216
Pure Financial Advisors
California
$32.8M +$451K +7,017 +1%
BWP
217
BlueStem Wealth Partners
Minnesota
$32.6M -$3.11M -48,324 -9%
CIA
218
Concurrent Investment Advisors
Florida
$32.6M +$42.7K +664 +0.1%
FMWA
219
Forvis Mazars Wealth Advisors
Missouri
$32.6M -$795K -12,367 -2%
BA
220
Bristlecone Advisors
Washington
$32.5M +$433K +6,737 +1%
FNBT
221
FineMark National Bank & Trust
Florida
$32.2M -$377K -5,860 -1%
MT
222
Midwest Trust
Kansas
$31.9M -$2.22M -34,579 -7%
Envestnet Portfolio Solutions
223
Envestnet Portfolio Solutions
Illinois
$31.9M -$1.96M -30,573 -6%
YIA
224
YHB Investment Advisors
Connecticut
$31.6M +$1.07M +16,643 +4%
BHWM
225
Bar Harbor Wealth Management
New Hampshire
$31.4M +$176K +2,745 +0.6%