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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 %
MF
626
Meridian Financial
Massachusetts
$7.32M -$6.33K -102 -0.1%
SIAM
627
Sterling Investment Advisors (Missouri)
Missouri
$7.31M +$217K +3,500 +3%
CCWA
628
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.29M +$342K +5,510 +5%
Chevy Chase Trust
629
Chevy Chase Trust
Maryland
$7.26M -$97.7K -1,576 -1%
BHIA
630
Birch Hill Investment Advisors
Massachusetts
$7.24M -$4.53K -73 -0.1%
BWA
631
Bordeaux Wealth Advisors
California
$7.23M -$59.5K -959 -0.8%
EWA
632
Exencial Wealth Advisors
Oklahoma
$7.22M -$15.5K -250 -0.2%
PGFC
633
Peapack-Gladstone Financial Corp
New Jersey
$7.21M -$27.9K -450 -0.4%
BCM
634
Boltwood Capital Management
California
$7.19M +$116K +1,865 +2%
AF
635
Apollon Financial
South Carolina
$7.13M +$165K +2,668 +2%
FDCDDQ
636
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.12M +$5.05M +81,393 +243%
PFS
637
Prospera Financial Services
Texas
$7.09M -$111K -1,785 -2%
MOS
638
MGO One Seven
Ohio
$7.09M -$459K -7,396 -6%
FG
639
Fiduciary Group
Georgia
$7.09M -$157K -2,527 -2%
SCM
640
SOL Capital Management
Maryland
$7.06M -$93.3K -1,505 -1%
JWM
641
JPL Wealth Management
Colorado
$7.06M +$142K +2,294 +2%
RhumbLine Advisers
642
RhumbLine Advisers
Massachusetts
$7.05M -$7.04M -113,541 -50%
BTWM
643
Baker Tilly Wealth Management
Wisconsin
$7.01M -$780K -12,583 -10%
PGWM
644
Parisi Gray Wealth Management
New Jersey
$7M +$2.66M +42,912 +61%
ACA
645
Aptus Capital Advisors
Alabama
$6.99M -$337K -5,435 -5%
BOH
646
Bank of Hawaii
Hawaii
$6.97M
CPW
647
Crestmont Private Wealth
Texas
$6.96M -$83K -1,339 -1%
RCM
648
Richardson Capital Management
Wisconsin
$6.96M +$375K +6,048 +6%
QCIG
649
Quad-Cities Investment Group
Iowa
$6.93M +$20.3K +327 +0.3%
UBS AM
650
UBS AM
Illinois
$6.91M -$680K -10,959 -9%