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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 %
DJYG
551
David J. Yvars Group
Florida
$8.99M +$3.61M +58,146 +67%
DC
552
Destiny Capital
Colorado
$8.99M +$242K +3,901 +3%
HWM
553
HB Wealth Management
Georgia
$8.94M -$1.7M -27,411 -16%
YP
554
YANKCOM Partnership
South Dakota
$8.94M +$582K +9,391 +7%
NAM
555
NorthCrest Asset Manangement
Minnesota
$8.92M -$664K -10,412 -7%
ISWM
556
Independent Solutions Wealth Management
New York
$8.86M +$67K +1,072 +0.8%
CGFA
557
Colton Groome Financial Advisors
North Carolina
$8.85M +$227K +3,657 +3%
LKWM
558
Lee-Kelleher Wealth Management
Maryland
$8.82M +$340K +5,481 +4%
PWA
559
Physician Wealth Advisors
Utah
$8.8M +$212K +3,422 +2%
WFAG
560
Wescott Financial Advisory Group
Pennsylvania
$8.75M +$644K +10,387 +8%
BMD
561
Better Money Decisions
New Mexico
$8.74M +$328K +5,295 +4%
PCIA
562
Prime Capital Investment Advisors
Kansas
$8.68M -$6.89M -111,055 -44%
NCM
563
Novare Capital Management
North Carolina
$8.67M +$186K +2,998 +2%
LWM
564
LeConte Wealth Management
Tennessee
$8.66M -$2.61M -42,022 -23%
BAM
565
Belpointe Asset Management
Nevada
$8.63M +$1.69M +27,201 +24%
MA
566
Mutual Advisors
Nebraska
$8.62M +$827K +12,857 +11%
AWM
567
Avaii Wealth Management
Wisconsin
$8.6M -$1.69M -27,219 -16%
GCA
568
Gallagher Capital Advisors
Texas
$8.57M -$5.31M -82,705 -38%
SG Americas Securities
569
SG Americas Securities
New York
$8.56M +$7.63M +123,034 +820%
PWP
570
Precedent Wealth Partners
Texas
$8.52M -$582K -9,377 -6%
BHBT
571
Burke & Herbert Bank & Trust
Virginia
$8.49M -$20.1K -324 -0.2%
QCM
572
Quantinno Capital Management
New York
$8.43M +$2.73M +44,020 +48%
PBO
573
Peoples Bank (Ohio)
Ohio
$8.41M -$647K -10,437 -7%
BWA
574
BlueChip Wealth Advisors
Georgia
$8.4M -$213K -3,433 -2%
JE
575
JMAC Enterprises
Pennsylvania
$8.38M +$2.83M +45,552 +51%