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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 %
LC
426
LTG Capital
Massachusetts
$13.5M +$28.2K +455 +0.2%
CFC
427
Coyle Financial Counsel
Illinois
$13.5M +$1.15M +18,614 +9%
CFG
428
Carr Financial Group
Massachusetts
$13.4M +$3.14M +50,697 +31%
OWM
429
Olympus Wealth Management
Utah
$13.4M +$2.68M +43,193 +25%
PSCM
430
Per Stirling Capital Management
Texas
$13.3M -$6.73M -108,571 -34%
LWANC
431
Laurel Wealth Advisors (North Carolina)
North Carolina
$13.3M +$13.1M +809,459 +6,106%
AA
432
Ancora Advisors
Ohio
$13.2M -$164K -2,646 -1%
COPPSERS
433
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$13.2M -$1.95M -31,439 -13%
HCM
434
Highview Capital Management
Illinois
$13.2M +$295K +4,752 +2%
WWM
435
Western Wealth Management
Colorado
$13.1M -$61.9K -998 -0.5%
PAI
436
Pittenger & Anderson Inc
Nebraska
$13.1M +$196K +3,163 +2%
JMFC
437
J.M. Forbes & Co
Massachusetts
$13.1M +$21K +339 +0.2%
TF
438
Tompkins Financial
New York
$13M -$8.07M -130,198 -38%
NCM
439
Neumann Capital Management
California
$13M -$80.4K -1,296 -0.6%
MWM
440
Meridian Wealth Management
Kentucky
$13M +$475K +7,651 +4%
FWTB
441
First Western Trust Bank
Colorado
$12.9M +$1.79M +28,900 +16%
EWA
442
Encompass Wealth Advisors
Oregon
$12.9M +$499K +8,044 +4%
RSWM
443
Robertson Stephens Wealth Management
California
$12.9M -$363K -5,860 -3%
ACM
444
Advisors Capital Management
New Jersey
$12.8M +$1.7M +27,371 +15%
Jane Street
445
Jane Street
New York
$12.6M +$12.6M +203,882 New
BFP
446
Beacon Financial Planning
Massachusetts
$12.6M -$720K -11,606 -5%
AIP
447
Ameritas Investment Partners
Nebraska
$12.6M -$726K -11,698 -5%
IA
448
IFG Advisory
Georgia
$12.6M -$195K -3,140 -2%
FAIM
449
Financial Advocates Investment Management
Washington
$12.6M -$4.54M -73,247 -27%
SF
450
Synovus Financial
Georgia
$12.5M +$876K +14,121 +8%