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iShares Core S&P Mid-Cap ETF

2,417 hedge funds and large institutions have $75.6B invested in iShares Core S&P Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 962 increasing their positions, 988 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.46% more ownership

Funds ownership: 78.98%79.44% (+0.46%)

3% less repeat investments, than reductions

Existing positions increased: 962 | Existing positions reduced: 988

2% less funds holding in top 10

Funds holding in top 10: 365358 (-7)

Holders
2,417
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
358
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$39.1M
Puts
$6.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
226
Capital Investment Advisors
Georgia
$31.6M
AAS
227
Ameritas Advisory Services
Nebraska
$31.2M
DADC
228
D.A. Davidson & Co
Montana
$31M
FNBT
229
FineMark National Bank & Trust
Florida
$31M
CIA
230
Concurrent Investment Advisors
Florida
$30.9M
PFA
231
Pure Financial Advisors
California
$30.8M
UCFA
232
United Capital Financial Advisors
Texas
$30.6M
BA
233
Bristlecone Advisors
Washington
$30.5M
TAM
234
Titleist Asset Management
Texas
$30.5M
GLLW
235
Graves Light Lenhart Wealth
Virginia
$30.5M
SC
236
Scotia Capital
Ontario, Canada
$30.4M
OSNBOA
237
Old Second National Bank of Aurora
Illinois
$30.3M
EWA
238
EP Wealth Advisors
California
$30.1M
CFO
239
Callan Family Office
Pennsylvania
$30.1M
BHWM
240
Bar Harbor Wealth Management
New Hampshire
$29.7M
UFAC
241
Urban Financial Advisory Corp
Illinois
$29.4M
SIC
242
Shoker Investment Counsel
Ohio
$29.3M
WSFS
243
Wilmington Savings Fund Society
Delaware
$29.1M
RDFA
244
Ritter Daniher Financial Advisory
Ohio
$29.1M
YIA
245
YHB Investment Advisors
Connecticut
$29M
CC
246
Courier Capital
New York
$28.8M
B
247
Bailard
California
$28.6M
SC
248
Savant Capital
Illinois
$28.2M
VCM
249
Verde Capital Management
Michigan
$28M
NFG
250
Nations Financial Group
Iowa
$27.4M