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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
IIM
2251
InTrack Investment Management
Vermont
$200K +$197K +3,070 New
KWM
2252
Kassira Wealth Management
Tennessee
$200K +$197K +3,070 New
AP
2253
Americana Partners
Texas
$200K +$197K +3,065 New
Schroder Investment Management Group
2254
Schroder Investment Management Group
United Kingdom
$199K
SN
2255
Sittner & Nelson
Oregon
$197K
OL
2256
one8zero8 LLC
North Carolina
$194K
LC
2257
Lavaca Capital
Texas
$194K
SA
2258
Seneschal Advisors
Washington
$193K +$190K +2,950 New
MAM
2259
Marquette Asset Management
Minnesota
$192K -$29.2K -454 -13%
CJ
2260
Caitlin John
Michigan
$183K +$180K +2,802 New
FUBT
2261
First United Bank & Trust
Maryland
$177K +$32.1K +500 +23%
EAM
2262
Eukles Asset Management
Ohio
$175K
TLA
2263
Tanglewood Legacy Advisors
Texas
$172K
MCA
2264
Midwest Capital Advisors
Michigan
$171K +$514 +8 +0.3%
TPBG
2265
Turning Point Benefit Group
Maryland
$169K +$166K +2,588 New
PWM
2266
Provident Wealth Management
Tennessee
$168K -$6.62K -103 -4%
EWM
2267
Evolution Wealth Management
Florida
$164K -$1.28K -20 -0.8%
AGWCA
2268
Annis Gardner Whiting Capital Advisors
Florida
$164K -$29.2K -455 -15%
JGIA
2269
Jackson Grant Investment Advisers
Connecticut
$163K +$161K +2,500 New
SC
2270
Steph & Co
Wisconsin
$161K
HFS
2271
Hantz Financial Services
Michigan
$160K +$4.76K +74 +3%
PCTC
2272
Perkins Coie Trust Company
Washington
$160K
W
2273
WealthCollab
Washington
$158K
SA
2274
SRH Advisors
Kansas
$157K
SMA
2275
Sage Mountain Advisors
Georgia
$156K +$22.8K +355 +17%