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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
GWMIA
551
Global Wealth Management Investment Advisory
Florida
$9.1M
SW
552
StrongBox Wealth
Missouri
$9.08M
STA
553
Summit Trail Advisors
New York
$9.05M
RSVP
554
Ramsay Stattman Vela & Price
Colorado
$9.04M
DJYG
555
David J. Yvars Group
Florida
$8.99M
DC
556
Destiny Capital
Colorado
$8.99M
HWM
557
HB Wealth Management
Georgia
$8.94M
YP
558
YANKCOM Partnership
South Dakota
$8.94M
NAM
559
NorthCrest Asset Manangement
Minnesota
$8.92M
ISWM
560
Independent Solutions Wealth Management
New York
$8.86M
CGFA
561
Colton Groome Financial Advisors
North Carolina
$8.85M
LKWM
562
Lee-Kelleher Wealth Management
Maryland
$8.82M
PWA
563
Physician Wealth Advisors
Utah
$8.8M
CT
564
Caldwell Trust
Florida
$8.77M
WFAG
565
Wescott Financial Advisory Group
Pennsylvania
$8.75M
BMD
566
Better Money Decisions
New Mexico
$8.74M
PCIA
567
Prime Capital Investment Advisors
Kansas
$8.68M
NCM
568
Novare Capital Management
North Carolina
$8.67M
LWM
569
LeConte Wealth Management
Tennessee
$8.66M
BAM
570
Belpointe Asset Management
Nevada
$8.63M
MA
571
Mutual Advisors
Nebraska
$8.62M
AWM
572
Avaii Wealth Management
Wisconsin
$8.6M
GCA
573
Gallagher Capital Advisors
Texas
$8.57M
SG Americas Securities
574
SG Americas Securities
New York
$8.56M
PWP
575
Precedent Wealth Partners
Texas
$8.52M