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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
GT
301
Glenview Trust
Kentucky
$21.9M
PA
302
Pinnacle Associates
New York
$21.9M
HS
303
Horan Securities
United States
$21.7M
TCBWMS
304
Texas Capital Bank Wealth Management Services
Texas
$21.6M
SWA
305
Serenus Wealth Advisors
California
$21.5M
AWM
306
Altus Wealth Management
Kentucky
$21.5M
GIM
307
Glenmede Investment Management
Pennsylvania
$21.3M
NRI
308
NFP Retirement Inc
California
$21.3M
PFA
309
Presper Financial Architects
Ohio
$21.3M
ABWM
310
Alpine Bank Wealth Management
Colorado
$21.2M
TCOV
311
Trust Company of Vermont
Vermont
$21M
BFG
312
Bleakley Financial Group
New Jersey
$20.9M
AGA
313
Arkos Global Advisors
Texas
$20.8M
PFP
314
Pinnacle Financial Partners
Tennessee
$20.7M
VAS
315
Vestmark Advisory Solutions
Massachusetts
$20.7M
CWMK
316
Caliber Wealth Management (Kansas)
Kansas
$20.6M
CI
317
Conning Inc
Connecticut
$20.5M
PAS
318
Professional Advisory Services
Florida
$20.2M
OGF
319
Orin Green Financial
California
$20.1M
GSWM
320
Greenup Street Wealth Management
Michigan
$20M
ASN
321
Advisory Services Network
Georgia
$19.8M
PAM
322
Peninsula Asset Management
Florida
$19.8M
DAS
323
Dynamic Advisor Solutions
Arizona
$19.6M
CIAS
324
CFS Investment Advisory Services
New Jersey
$19.6M
4WM
325
49 Wealth Management
Texas
$19.6M