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iShares Core S&P Mid-Cap ETF

2,404 hedge funds and large institutions have $75.4B invested in iShares Core S&P Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 139 funds opening new positions, 956 increasing their positions, 986 reducing their positions, and 89 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:

0.36% more ownership

Funds ownership: 78.95%79.31% (+0.36%)

3% less repeat investments, than reductions

Existing positions increased: 956 | Existing positions reduced: 986

2% less funds holding in top 10

Funds holding in top 10: 365357 (-8)

Holders
2,404
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
357
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
SW
626
SlateStone Wealth
Florida
$7.39M
UWPG
627
Ullmann Wealth Partners Group
Florida
$7.37M
RL
628
Rogco LP
Oklahoma
$7.37M
WG
629
Watchman Group
Texas
$7.32M
MF
630
Meridian Financial
Massachusetts
$7.32M
SIAM
631
Sterling Investment Advisors (Missouri)
Missouri
$7.31M
CCWA
632
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.29M
Chevy Chase Trust
633
Chevy Chase Trust
Maryland
$7.26M
BHIA
634
Birch Hill Investment Advisors
Massachusetts
$7.24M
BWA
635
Bordeaux Wealth Advisors
California
$7.23M
EWA
636
Exencial Wealth Advisors
Oklahoma
$7.22M
PGFC
637
Peapack-Gladstone Financial Corp
New Jersey
$7.21M
BCM
638
Boltwood Capital Management
California
$7.19M
AF
639
Apollon Financial
South Carolina
$7.13M
FDCDDQ
640
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.12M
PFS
641
Prospera Financial Services
Texas
$7.09M
MOS
642
MGO One Seven
Ohio
$7.09M
FG
643
Fiduciary Group
Georgia
$7.09M
SCM
644
SOL Capital Management
Maryland
$7.06M
JWM
645
JPL Wealth Management
Colorado
$7.06M
RhumbLine Advisers
646
RhumbLine Advisers
Massachusetts
$7.05M
BTWM
647
Baker Tilly Wealth Management
Wisconsin
$7.01M
PGWM
648
Parisi Gray Wealth Management
New Jersey
$7M
ACA
649
Aptus Capital Advisors
Alabama
$6.99M
BOH
650
Bank of Hawaii
Hawaii
$6.97M