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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
TCWA
376
Turtle Creek Wealth Advisors
Texas
$16.5M
KLI
377
Kelman-Lazarov Inc
Tennessee
$16.3M
LPAM
378
Lodestar Private Asset Management
California
$16.1M
CNC
379
Citizens & Northern Corp
Pennsylvania
$16M
WT
380
Washington Trust
Rhode Island
$16M
RIS
381
Retirement Income Solutions
Michigan
$16M
Macquarie Group
382
Macquarie Group
Australia
$16M
CASB
383
Cape Ann Savings Bank
Massachusetts
$16M
EFA
384
Evernest Financial Advisors
Indiana
$16M
AC
385
Apella Capital
Connecticut
$15.9M
TWP
386
Tower Wealth Partners
Pennsylvania
$15.8M
CWA
387
Clarity Wealth Advisors
California
$15.7M
BFS
388
Burkett Financial Services
South Carolina
$15.7M
AWP
389
Accretive Wealth Partners
New Jersey
$15.7M
BW
390
BostonPremier Wealth
Massachusetts
$15.4M
ET
391
Equitable Trust
Tennessee
$15.4M
CWA
392
Core Wealth Advisors
Florida
$15.4M
CFFNO
393
Common Fund For Nonprofit Organizations
Connecticut
$15.2M
NPF
394
Norris Perne & French
Michigan
$15.1M
FIM
395
Freedom Investment Management
Connecticut
$15.1M
PIC
396
Platt Investment Counsel
Florida
$15.1M
SAA
397
Southeast Asset Advisors
Georgia
$15.1M
EFM
398
Eley Financial Management
Vermont
$15M
SMC
399
Smith, Moore & Co
Missouri
$15M
GWAM
400
Guardian Wealth Advisors (Minnesota)
Minnesota
$15M