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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
BC
2276
Barrett & Company
Rhode Island
$156K
RAM
2277
Ramirez Asset Management
New York
$155K
CTWM
2278
Cherry Tree Wealth Management
Minnesota
$154K
RBC
2279
Roble Belko & Company
Pennsylvania
$152K +$193 +3 +0.1%
PSB
2280
Piscataqua Savings Bank
New Hampshire
$150K -$28K -435 -16%
PFA
2281
Pillar Financial Advisors
Kentucky
$149K
KB
2282
Kimelman & Baird
New York
$147K
KFGG
2283
Keystone Financial Group (Georgia)
Georgia
$141K
RFA
2284
Reyes Financial Architecture
California
$141K
DF
2285
Dunhill Financial
United Kingdom
$140K +$38.6K +601 +39%
WWM
2286
Woodside Wealth Management
Massachusetts
$139K
WB
2287
Webster Bank
Connecticut
$137K
CPG
2288
Cornerstone Planning Group
New Jersey
$137K +$450 +7 +0.3%
CWM
2289
Copia Wealth Management
Oregon
$134K
FFC
2290
First Financial Corp
Indiana
$134K -$1.86K -29 -1%
RMC
2291
Resources Management Corp
Connecticut
$134K
HC
2292
Hara Capital
Washington
$134K
MIM
2293
MTM Investment Management
South Carolina
$133K
CW
2294
Curio Wealth
Maryland
$132K +$6.23K +97 +5%
MFA
2295
Morling Financial Advisors
California
$131K
DWA
2296
Delos Wealth Advisors
Texas
$131K
TCM
2297
TruNorth Capital Management
Michigan
$129K +$36.7K +571 +40%
HFS
2298
Hughes Financial Services
Virginia
$129K -$3.92K -61 -3%
CMBA
2299
C.M. Bidwell & Associates
Hawaii
$129K
BIA
2300
Bell Investment Advisors
California
$127K +$54.8K +853 +78%