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iShares Core S&P Mid-Cap ETF

2,387 hedge funds and large institutions have $75.3B invested in iShares Core S&P Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 949 increasing their positions, 981 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,387
Holders Change
-4
Holders Change %
-0.17%
% of All Funds
32%
Holding in Top 10
354
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-2.75%
% of All Funds
4.75%
New
135
Increased
949
Reduced
981
Closed
89
Calls
$39.1M
Puts
$6.8M
Net Calls
+$32.3M
Net Calls Change
+$8.32M
Name Holding Trade Value Shares
Change
Shares
Change %
WT
376
Washington Trust
Rhode Island
$16M +$772K +12,452 +5%
RIS
377
Retirement Income Solutions
Michigan
$16M -$30.8M -496,118 -66%
Macquarie Group
378
Macquarie Group
Australia
$16M -$12.9M -208,281 -45%
CASB
379
Cape Ann Savings Bank
Massachusetts
$16M -$433K -6,989 -3%
EFA
380
Evernest Financial Advisors
Indiana
$16M +$8.31K +134 +0.1%
AC
381
Apella Capital
Connecticut
$15.9M +$962K +15,233 +6%
TWP
382
Tower Wealth Partners
Pennsylvania
$15.8M +$350K +5,641 +2%
CWA
383
Clarity Wealth Advisors
California
$15.7M +$243K +3,925 +2%
BFS
384
Burkett Financial Services
South Carolina
$15.7M +$897K +14,467 +6%
AWP
385
Accretive Wealth Partners
New Jersey
$15.7M +$439K +7,082 +3%
BW
386
BostonPremier Wealth
Massachusetts
$15.4M +$414K +6,674 +3%
ET
387
Equitable Trust
Tennessee
$15.4M +$1.17M +18,933 +8%
CWA
388
Core Wealth Advisors
Florida
$15.4M +$391K +6,311 +3%
CFFNO
389
Common Fund For Nonprofit Organizations
Connecticut
$15.2M +$47.5K +766 +0.3%
NPF
390
Norris Perne & French
Michigan
$15.1M +$339K +5,473 +2%
FIM
391
Freedom Investment Management
Connecticut
$15.1M +$705K +11,363 +5%
PIC
392
Platt Investment Counsel
Florida
$15.1M -$182K -2,942 -1%
SAA
393
Southeast Asset Advisors
Georgia
$15.1M +$677K +10,912 +5%
EFM
394
Eley Financial Management
Vermont
$15M +$78.1K +1,260 +0.5%
SMC
395
Smith, Moore & Co
Missouri
$15M -$320K -5,155 -2%
GWAM
396
Guardian Wealth Advisors (Minnesota)
Minnesota
$15M +$1.14M +18,375 +8%
GCM
397
Greenland Capital Management
New York
$14.9M +$14.9M +240,639 New
GGS
398
Galvin Gaustad & Stein
Arizona
$14.9M +$757K +12,198 +5%
FFA
399
Farther Finance Advisors
California
$14.9M +$2.77M +44,601 +23%
IWM
400
IHT Wealth Management
Illinois
$14.9M +$9.49M +152,984 +176%