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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
ACA
651
Aptus Capital Advisors
Alabama
$6.99M
BOH
652
Bank of Hawaii
Hawaii
$6.97M
CPW
653
Crestmont Private Wealth
Texas
$6.96M
RCM
654
Richardson Capital Management
Wisconsin
$6.96M
QCIG
655
Quad-Cities Investment Group
Iowa
$6.93M
UBS AM
656
UBS AM
Illinois
$6.91M
AFO
657
Arrowroot Family Office
California
$6.89M
TDWM
658
Topel & Distasi Wealth Management
California
$6.82M
PFA
659
Pettinga Financial Advisors
Indiana
$6.79M
BOJHT
660
Bank of Jackson Hole Trust
Wyoming
$6.79M
VFPW
661
Vantage Financial Partners (Wisconsin)
Wisconsin
$6.78M
LT
662
Legacy Trust
Michigan
$6.76M
GWM
663
Global Wealth Management
New Jersey
$6.75M
HLCM
664
Hi-Line Capital Management
South Dakota
$6.75M
RIA
665
Regal Investment Advisors
Michigan
$6.73M
P
666
Pitcairn
Pennsylvania
$6.72M
FFO
667
Fortitude Family Office
Arizona
$6.72M
AFP
668
Alpha Financial Partners
Kentucky
$6.71M
WIA
669
World Investment Advisors
California
$6.71M
AFS
670
AFG Fiduciary Services
Massachusetts
$6.67M
DWT
671
Dorsey & Whitney Trust
South Dakota
$6.66M
ANBT
672
American National Bank & Trust
Texas
$6.66M
FC
673
Financial Council
Maryland
$6.66M
CFS
674
CGC Financial Services
Oregon
$6.65M
SSWM
675
Sheets Smith Wealth Management
North Carolina
$6.65M