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iShares Core S&P Mid-Cap ETF

2,377 hedge funds and large institutions have $75B invested in iShares Core S&P Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 947 increasing their positions, 975 reducing their positions, and 89 closing their positions.

Holders
2,377
Holders Change
-16
Holders Change %
-0.67%
% of All Funds
31.92%
Holding in Top 10
352
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-3.3%
% of All Funds
4.73%
New
135
Increased
947
Reduced
975
Closed
89
Calls
$22.2M
Puts
$2.93M
Net Calls
+$19.3M
Net Calls Change
-$4.64M
Name Market Value Shares Shares
Change
Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$552M 8,903,842 -1,127,731 -11%
Financial Engines Advisors
27
Financial Engines Advisors
California
$527M 8,493,316 +350,905 +4%
MRC
28
Millburn Ridgefield Corp
New York
$520M 8,386,471 -545,540 -6%
CCA
29
Catalyst Capital Advisors
New York
$520M 8,386,471 -545,540 -6%
HighTower Advisors
30
HighTower Advisors
Illinois
$463M 7,469,865 +86,256 +1%
Pathstone Holdings
31
Pathstone Holdings
New Jersey
$434M 7,044,601 +51,996 +0.7%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$404M 6,513,657 +167,430 +3%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$375M 6,039,307 -591,393 -9%
P
34
&Partners
Tennessee
$345M 5,551,780 +1,346,024 +32%
Jones Financial Companies
35
Jones Financial Companies
Missouri
$340M 5,474,798 +949,720 +21%
AA
36
Alesco Advisors
New York
$335M 5,400,020 +155,073 +3%
MCM
37
MAI Capital Management
Ohio
$328M 5,293,658 +411,109 +8%
SV
38
Starboard Value
New York
$326M 5,250,656 +1,685,781 +47%
US Bancorp
39
US Bancorp
Minnesota
$323M 5,212,331 +113,440 +2%
Creative Planning
40
Creative Planning
Kansas
$298M 4,800,760 -202,233 -4%
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$291M 4,695,686 -163,098 -3%
BIM
42
Bridges Investment Management
Nebraska
$284M 4,581,466 +35,315 +0.8%
MERSOM
43
Municipal Employees' Retirement System of Michigan
Michigan
$283M 4,555,207 +909,298 +25%
Cerity Partners
44
Cerity Partners
New York
$273M 4,406,810 -86,038 -2%
HNB
45
Huntington National Bank
Ohio
VFA
46
Valeo Financial Advisors
Indiana
$225M 3,629,957 +158,057 +5%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$215M 3,473,705 +86,685 +3%
MML Investors Services
48
MML Investors Services
Massachusetts
$201M 3,233,431 -12,526 -0.4%
RMDI
49
R.M. Davis Inc
Maine
$199M 3,203,403 +43,429 +1%
Franklin Resources
50
Franklin Resources
California
$197M 3,168,673 -101,451 -3%