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iShares Core S&P Mid-Cap ETF

2,417 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
2,417
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
BIM
2326
Breakwater Investment Management
Washington
$58.4K
POIA
2327
Pin Oak Investment Advisors
Texas
$52.8K
APW
2328
Aventura Private Wealth
Florida
$51.6K
RF
2329
Roxbury Financial
New Jersey
$50.9K
TSMHT
2330
Thurston Springer Miller Herd & Titak
Indiana
$50.2K
SWIM
2331
Smallwood Wealth Investment Management
New Jersey
$48.9K
CIA
2332
Cape Investment Advisory
Georgia
$48.9K
KFP
2333
Keener Financial Planning
Texas
$47K
NFSG
2334
Newbridge Financial Services Group
Florida
$45.5K
AIM
2335
Access Investment Management
Georgia
$44.1K
DAM
2336
Delta Asset Management
Tennessee
$43.4K
VWM
2337
Vermillion Wealth Management
Minnesota
$43.4K
LI
2338
LRI Investments
Florida
$42.5K
TWD
2339
True Wealth Design
Ohio
$40.8K
MSFP
2340
Mark Sheptoff Financial Planning
Connecticut
$39.6K
PFA
2341
Pathway Financial Advisers
Indiana
$38.7K
RCG
2342
Rock Creek Group
District of Columbia
$38.3K
NC
2343
North Capital
Utah
$37.3K
ACA
2344
American Capital Advisory
Idaho
$36.7K
EWA
2345
Elevate Wealth Advisory
Georgia
$35.2K
NMG
2346
New Millennium Group
Utah
$35.1K
TC
2347
Truvestments Capital
Florida
$35K
KFA
2348
Kelleher Financial Advisors
New York
$34.3K
DWA
2349
Dougherty Wealth Advisers
Minnesota
$32.6K
BAM
2350
Bellevue Asset Management
Washington
$32.6K