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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
MSWA
2351
Marshall & Sterling Wealth Advisors
New York
$58.6K
BIM
2352
Breakwater Investment Management
Washington
$58.4K
POIA
2353
Pin Oak Investment Advisors
Texas
$52.8K -$852K -13,250 -94%
APW
2354
Aventura Private Wealth
Florida
$51.6K
RF
2355
Roxbury Financial
New Jersey
$50.9K -$1.54K -24 -3%
TSMHT
2356
Thurston Springer Miller Herd & Titak
Indiana
$50.2K -$1.26M -19,607 -96%
CIA
2357
Cape Investment Advisory
Georgia
$48.9K
SWIM
2358
Smallwood Wealth Investment Management
New Jersey
$48.9K
KFP
2359
Keener Financial Planning
Texas
$47K -$6.11K -95 -11%
NFSG
2360
Newbridge Financial Services Group
Florida
$45.5K +$129 +2 +0.3%
AIM
2361
Access Investment Management
Georgia
$44.1K
DAM
2362
Delta Asset Management
Tennessee
$43.4K
VWM
2363
Vermillion Wealth Management
Minnesota
$43.4K +$1.03K +16 +2%
LI
2364
LRI Investments
Florida
$42.5K
TWD
2365
True Wealth Design
Ohio
$40.8K
MSFP
2366
Mark Sheptoff Financial Planning
Connecticut
$39.6K
PFA
2367
Pathway Financial Advisers
Indiana
$38.7K +$38.1K +593 New
RCG
2368
Rock Creek Group
District of Columbia
$38.3K -$52.8K -821 -58%
NC
2369
North Capital
Utah
$37.3K +$20.9K +326 +133%
EA
2370
Evolution Advisers
Virginia
$37K
ACA
2371
American Capital Advisory
Idaho
$36.7K
EWA
2372
Elevate Wealth Advisory
Georgia
$35.2K
NMG
2373
New Millennium Group
Utah
$35.1K +$14.5K +225 +72%
TC
2374
Truvestments Capital
Florida
$35K -$2.25K -35 -6%
KFA
2375
Kelleher Financial Advisors
New York
$34.3K -$495K -7,700 -94%