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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
HWP
2401
Highline Wealth Partners
California
$5.01K
CFP
2402
Comprehensive Financial Planning
Pennsylvania
$4.89K
HR
2403
Howe & Rusling
New York
$4.24K
UIA
2404
Ulland Investment Advisors
Minnesota
$4K
DWM
2405
Dogwood Wealth Management
Kansas
$3.92K
FFL
2406
Financial Freedom LLC
Ohio
$3.81K
IWM
2407
IMG Wealth Management
Florida
$3.59K
NWM
2408
Nova Wealth Management
Florida
$3.33K
MAM
2409
Morse Asset Management
Connecticut
$3.07K
HIMS
2410
Hager Investment Management Services
New Hampshire
$2.28K
TRCT
2411
Tower Research Capital (TRC)
New York
$1.96K
LCM
2412
Logan Capital Management
Pennsylvania
$1.63K
APW
2413
Atlantic Private Wealth
North Carolina
$1.38K
VWA
2414
Valued Wealth Advisors
Utah
$1.31K
BGWM
2415
Bridge Generations Wealth Management
Florida
$1.31K
GC
2416
Gould Capital
Washington
$1.04K
WOC
2417
West Oak Capital
California
$750
DRP
2418
Decker Retirement Planning
Utah
$587
LC
2419
Luminist Capital
Michigan
$327
RFG
2420
REAP Financial Group
Texas
$47
TVWM
2421
Tower View Wealth Management
Wisconsin
$2
CYG
2422
Clean Yield Group
Vermont
$1
PPFA
2423
Provida Pension Fund Administrator
Chile
Squarepoint
2424
Squarepoint
New York
FAIM
2425
Financial Advocates Investment Management
Washington