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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
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$8B +$177M +2,757,510 +2%
Bank of America
2
Bank of America
North Carolina
$4.43B +$2.28M +35,513 +0.1%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$3.63B -$284M -4,425,514 -7%
Wells Fargo
4
Wells Fargo
California
$3.43B +$156M +2,427,059 +5%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.71B +$315M +4,907,673 +13%
Raymond James Financial
6
Raymond James Financial
Florida
$2.52B -$3.82M -59,375 -0.2%
Morgan Stanley
7
Morgan Stanley
New York
$2.42B +$5.55M +86,338 +0.2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$2.26B -$1.15M -17,878 -0.1%
Goldman Sachs
9
Goldman Sachs
New York
$1.85B +$92.8M +1,444,149 +5%
LPL Financial
10
LPL Financial
California
$1.81B +$113M +1,758,095 +7%
BlackRock
11
BlackRock
New York
$1.66B -$9.14M -142,181 -0.6%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.55B -$183M -2,841,607 -11%
Northern Trust
13
Northern Trust
Illinois
$1.52B +$33.8M +525,952 +2%
UBS Group
14
UBS Group
Switzerland
$1.51B +$46.1M +718,047 +3%
JP Morgan Chase
15
JP Morgan Chase
New York
$1.07B -$65.2M -1,013,854 -6%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$1.02B +$1.15M +17,936 +0.1%
FCAS
17
First Command Advisory Services
Texas
$1.01B +$1.71M +26,659 +0.2%
WANY
18
Wealthspire Advisors (New York)
New York
$974M +$6.22M +96,748 +0.7%
Mariner
19
Mariner
Kansas
$937M +$25.4M +395,341 +3%
AA
20
Acorns Advisers
California
$856M +$36.9M +574,735 +5%
NMIMC
21
Northwestern Mutual Investment Management Company
Wisconsin
$653M -$19.2M -298,570 -3%
RFC
22
Regions Financial Corp
Alabama
$616M +$21.7M +336,901 +4%
Truist Financial
23
Truist Financial
North Carolina
$615M +$33.5M +521,416 +6%
KeyBank National Association
24
KeyBank National Association
Ohio
$607M +$16.8M +260,923 +3%
Ameriprise
25
Ameriprise
Minnesota
$585M -$56.9M -885,544 -9%