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iShares Core S&P Mid-Cap ETF

2,418 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
2,418
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
MSWA
2326
Marshall & Sterling Wealth Advisors
New York
$58.6K
BIM
2327
Breakwater Investment Management
Washington
$58.4K
POIA
2328
Pin Oak Investment Advisors
Texas
$52.8K
APW
2329
Aventura Private Wealth
Florida
$51.6K
RF
2330
Roxbury Financial
New Jersey
$50.9K
TSMHT
2331
Thurston Springer Miller Herd & Titak
Indiana
$50.2K
SWIM
2332
Smallwood Wealth Investment Management
New Jersey
$48.9K
CIA
2333
Cape Investment Advisory
Georgia
$48.9K
KFP
2334
Keener Financial Planning
Texas
$47K
NFSG
2335
Newbridge Financial Services Group
Florida
$45.5K
AIM
2336
Access Investment Management
Georgia
$44.1K
DAM
2337
Delta Asset Management
Tennessee
$43.4K
VWM
2338
Vermillion Wealth Management
Minnesota
$43.4K
LI
2339
LRI Investments
Florida
$42.5K
TWD
2340
True Wealth Design
Ohio
$40.8K
MSFP
2341
Mark Sheptoff Financial Planning
Connecticut
$39.6K
PFA
2342
Pathway Financial Advisers
Indiana
$38.7K
RCG
2343
Rock Creek Group
District of Columbia
$38.3K
NC
2344
North Capital
Utah
$37.3K
ACA
2345
American Capital Advisory
Idaho
$36.7K
EWA
2346
Elevate Wealth Advisory
Georgia
$35.2K
NMG
2347
New Millennium Group
Utah
$35.1K
TC
2348
Truvestments Capital
Florida
$35K
KFA
2349
Kelleher Financial Advisors
New York
$34.3K
DWA
2350
Dougherty Wealth Advisers
Minnesota
$32.6K