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iShares Core S&P Mid-Cap ETF

2,388 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, 982 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,388
Holders Change
-3
Holders Change %
-0.13%
% of All Funds
32.01%
Holding in Top 10
354
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-2.75%
% of All Funds
4.74%
New
135
Increased
949
Reduced
982
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 %
BTWM
676
Brass Tax Wealth Management
Ohio
$6.43M +$338K +5,455 +6%
PPC
677
Park Place Capital
Alabama
$6.43M +$4.54M +72,251 +240%
WPC
678
Wedmont Private Capital
Pennsylvania
$6.41M +$46.4K +729 +0.7%
AQR Capital Management
679
AQR Capital Management
Connecticut
$6.4M +$2.67M +42,990 +71%
CFD
680
Creative Financial Designs
Indiana
$6.39M +$269K +4,336 +4%
BCG
681
BayBridge Capital Group
California
$6.33M +$33.6K +541 +0.5%
LIA
682
Lynx Investment Advisory
District of Columbia
$6.32M -$918K -14,803 -13%
DCM
683
Donaldson Capital Management
Indiana
$6.32M +$401K +6,472 +7%
FPW
684
Flagship Private Wealth
Massachusetts
$6.29M +$76K +1,225 +1%
TH
685
TCTC Holdings
Texas
$6.26M +$515K +8,304 +9%
GA
686
Goldstein Advisors
Wisconsin
$6.26M +$59.4K +957 +1%
BIA
687
Bigelow Investment Advisors
Maine
$6.24M -$80.8K -1,303 -1%
AC
688
AlphaCore Capital
California
$6.23M +$3.63M +58,507 +139%
EFS
689
Essex Financial Services
Connecticut
$6.18M -$336K -5,418 -5%
CB
690
Centennial Bank
Arkansas
$6.16M +$173K +2,788 +3%
CSA
691
Cottage Street Advisors
Massachusetts
$6.15M -$382K -6,156 -6%
SC
692
Stephenson & Company
California
$6.14M +$227K +3,653 +4%
WI
693
WrapManager Inc
California
$6.14M -$166K -2,683 -3%
SC
694
Syon Capital
California
$6.13M +$6.13M +98,907 New
MSA
695
Mason Street Advisors
Wisconsin
$6.12M -$4.35M -70,200 -42%
BWCS
696
Beirne Wealth Consulting Services
Connecticut
$6.09M +$1.83M +29,463 +43%
TFCP
697
Twin Focus Capital Partners
Massachusetts
$6.09M +$62.5K +1,008 +1%
Kayne Anderson Rudnick Investment Management
698
Kayne Anderson Rudnick Investment Management
California
$6.08M -$6.1M -98,362 -50%
LFG
699
Leverty Financial Group
Wisconsin
$6.08M +$1.41M +22,728 +30%
ALA
700
Atlas Legacy Advisors
California
$6.05M +$1.97M +31,840 +48%