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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
FNBOH
626
First National Bank of Hutchinson
Kansas
$7.43M
PCM
627
Pennsylvania Capital Management
Pennsylvania
$7.4M
SW
628
SlateStone Wealth
Florida
$7.39M
UWPG
629
Ullmann Wealth Partners Group
Florida
$7.37M
RL
630
Rogco LP
Oklahoma
$7.37M
WG
631
Watchman Group
Texas
$7.32M
MF
632
Meridian Financial
Massachusetts
$7.32M
SIAM
633
Sterling Investment Advisors (Missouri)
Missouri
$7.31M
CCWA
634
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.29M
Chevy Chase Trust
635
Chevy Chase Trust
Maryland
$7.26M
BHIA
636
Birch Hill Investment Advisors
Massachusetts
$7.24M
BWA
637
Bordeaux Wealth Advisors
California
$7.23M
EWA
638
Exencial Wealth Advisors
Oklahoma
$7.22M
PGFC
639
Peapack-Gladstone Financial Corp
New Jersey
$7.21M
BCM
640
Boltwood Capital Management
California
$7.19M
AF
641
Apollon Financial
South Carolina
$7.13M
FDCDDQ
642
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.12M
PFS
643
Prospera Financial Services
Texas
$7.09M
MOS
644
MGO One Seven
Ohio
$7.09M
FG
645
Fiduciary Group
Georgia
$7.09M
SCM
646
SOL Capital Management
Maryland
$7.06M
JWM
647
JPL Wealth Management
Colorado
$7.06M
RhumbLine Advisers
648
RhumbLine Advisers
Massachusetts
$7.05M
BTWM
649
Baker Tilly Wealth Management
Wisconsin
$7.01M
PGWM
650
Parisi Gray Wealth Management
New Jersey
$7M