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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
EWM
676
EPG Wealth Management
Georgia
$6.64M
BB
677
Busey Bank
Illinois
$6.63M
B
678
Birchbrook
Maine
$6.62M
TCG
679
Transcendent Capital Group
Oklahoma
$6.59M
SIC
680
Sterling Investment Counsel
New York
$6.57M
CHC
681
City Holding Co
West Virginia
$6.57M
BTWM
682
Brass Tax Wealth Management
Ohio
$6.43M
PPC
683
Park Place Capital
Alabama
$6.43M
WPC
684
Wedmont Private Capital
Pennsylvania
$6.41M
AQR Capital Management
685
AQR Capital Management
Connecticut
$6.4M
CFD
686
Creative Financial Designs
Indiana
$6.39M
BCG
687
BayBridge Capital Group
California
$6.33M
LIA
688
Lynx Investment Advisory
District of Columbia
$6.32M
DCM
689
Donaldson Capital Management
Indiana
$6.32M
FPW
690
Flagship Private Wealth
Massachusetts
$6.29M
TH
691
TCTC Holdings
Texas
$6.26M
GA
692
Goldstein Advisors
Wisconsin
$6.26M
BIA
693
Bigelow Investment Advisors
Maine
$6.24M
AC
694
AlphaCore Capital
California
$6.23M
EFS
695
Essex Financial Services
Connecticut
$6.18M
CB
696
Centennial Bank
Arkansas
$6.16M
CSA
697
Cottage Street Advisors
Massachusetts
$6.15M
SC
698
Stephenson & Company
California
$6.14M
WI
699
WrapManager Inc
California
$6.14M
SC
700
Syon Capital
California
$6.13M