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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 %
ITB
526
Idaho Trust Bank
Idaho
$9.73M +$345K +5,559 +4%
GS
527
GTS Securities
New York
$9.7M +$9.7M +156,365 New
TA
528
TruWealth Advisors
Louisiana
$9.69M +$447K +7,215 +5%
MPCG
529
Matrix Private Capital Group
New York
$9.65M -$991K -15,971 -9%
CI
530
CX Institutional
Indiana
$9.61M -$811K -13,074 -8%
NAM
531
NTV Asset Management
West Virginia
$9.59M -$173K -2,793 -2%
LFAS
532
Level Four Advisory Services
Texas
$9.58M +$430K +6,935 +5%
DC
533
Davenport & Co
Virginia
$9.57M -$724K -11,672 -7%
HHWM
534
Hiley Hunt Wealth Management
Nebraska
$9.44M +$283K +4,475 +3%
LSPW
535
Lake Street Private Wealth
Illinois
$9.41M +$407K +6,568 +5%
CWA
536
Cascade Wealth Advisors
Washington
$9.37M +$2.29M +36,596 +32%
RP
537
Rice Partnership
Hawaii
$9.32M +$719K +11,588 +8%
SWM
538
Spire Wealth Management
Virginia
$9.29M -$2.79M -45,929 -23%
JF
539
Jump Financial
Illinois
$9.29M +$9.29M +149,780 New
AI
540
Atria Investments
North Carolina
$9.28M +$256K +4,121 +3%
FF
541
Finley Financial
Nevada
$9.26M +$470K +7,576 +5%
SIM
542
Stratos Investment Management
Ohio
$9.23M -$166K -2,669 -2%
TA
543
Tectonic Advisors
Texas
$9.21M +$634K +10,220 +7%
KWM
544
Kingsview Wealth Management
Oregon
$9.19M +$737K +11,878 +9%
SFP
545
Sandbox Financial Partners
Maryland
$9.17M +$8.78M +141,577 +2,282%
RPC
546
Rossmore Private Capital
Connecticut
$9.16M -$98.8K -1,593 -1%
GWMIA
547
Global Wealth Management Investment Advisory
Florida
$9.1M -$1.69M -27,186 -16%
SW
548
StrongBox Wealth
Missouri
$9.08M +$157K +2,539 +2%
STA
549
Summit Trail Advisors
New York
$9.05M +$9.05M +145,961 New
RSVP
550
Ramsay Stattman Vela & Price
Colorado
$9.04M -$373K -6,014 -4%