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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
IC
2226
Inscription Capital
Texas
$211K +$208K +3,232 New
MWA
2227
Monograph Wealth Advisors
California
$211K
DP
2228
Denver PWM
Colorado
$211K
ALWM
2229
Andrews Lucia Wealth Management
California
$211K
AC
2230
Asio Capital
Kentucky
$210K -$34.7K -540 -14%
FDS
2231
Freedom Day Solutions
Texas
$209K +$206K +3,210 New
HWMO
2232
Heritage Wealth Management (Ohio)
Ohio
$209K -$15.7K -245 -7%
CFG
2233
Clayton Financial Group
Missouri
$209K +$206K +3,201 New
PWMG
2234
Pinnacle Wealth Management Group
Michigan
$209K -$440K -6,843 -68%
CWP
2235
Cyndeo Wealth Partners
Florida
$209K +$205K +3,196 New
CA
2236
Cornerstone Advisory
Maryland
$208K +$205K +3,193 New
WCAMG
2237
Woodard & Company Asset Management Group
North Carolina
$208K
C1AG
2238
Client 1st Advisory Group
Florida
$206K -$4.82K -75 -2%
RAM
2239
Riggs Asset Management
Pennsylvania
$206K -$59.3K -923 -23%
HIG
2240
Heritage Investment Group
Florida
$206K +$203K +3,156 New
NEWAS
2241
N.E.W. Advisory Services
Wisconsin
$205K +$25K +389 +14%
SP
2242
Stablepoint Partners
Massachusetts
$204K -$9.32K -145 -4%
AGP
2243
Aspire Growth Partners
Florida
$204K +$201K +3,123 New
SCA
2244
Southern Capital Advisors
Tennessee
$204K +$201K +3,120 New
LCM
2245
Lazari Capital Management
California
$201K +$198K +3,084 New
TH
2246
Team Hewins
California
$201K +$198K +3,084 New
VCP
2247
Vista Capital Partners
Oregon
$201K +$198K +3,078 New
WBG
2248
Wharton Business Group
Pennsylvania
$201K +$198K +3,075 New
WIC
2249
Wilkins Investment Counsel
Massachusetts
$201K +$198K +3,075 New
MWM
2250
Mattern Wealth Management
Kansas
$201K +$197K +3,073 New