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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
HAC
526
Harbor Advisory Corp
New Hampshire
$9.81M
RWS
527
Rochester Wealth Strategies
Michigan
$9.79M
ABC
528
Associated Banc-Corp
Wisconsin
$9.77M
PIAS
529
PCA Investment Advisory Services
Ohio
$9.75M
ITB
530
Idaho Trust Bank
Idaho
$9.73M
GS
531
GTS Securities
New York
$9.7M
TA
532
TruWealth Advisors
Louisiana
$9.69M
MPCG
533
Matrix Private Capital Group
New York
$9.65M
CI
534
CX Institutional
Indiana
$9.61M
NAM
535
NTV Asset Management
West Virginia
$9.59M
LFAS
536
Level Four Advisory Services
Texas
$9.58M
DC
537
Davenport & Co
Virginia
$9.57M
HHWM
538
Hiley Hunt Wealth Management
Nebraska
$9.44M
LSPW
539
Lake Street Private Wealth
Illinois
$9.41M
CWA
540
Cascade Wealth Advisors
Washington
$9.37M
RP
541
Rice Partnership
Hawaii
$9.32M
SWM
542
Spire Wealth Management
Virginia
$9.29M
JF
543
Jump Financial
Illinois
$9.29M
AI
544
Atria Investments
North Carolina
$9.28M
FF
545
Finley Financial
Nevada
$9.26M
SIM
546
Stratos Investment Management
Ohio
$9.23M
TA
547
Tectonic Advisors
Texas
$9.21M
KWM
548
Kingsview Wealth Management
Oregon
$9.19M
SFP
549
Sandbox Financial Partners
Maryland
$9.17M
RPC
550
Rossmore Private Capital
Connecticut
$9.16M