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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
MSA
701
Mason Street Advisors
Wisconsin
$6.12M
BWCS
702
Beirne Wealth Consulting Services
Connecticut
$6.09M
TFCP
703
Twin Focus Capital Partners
Massachusetts
$6.09M
Kayne Anderson Rudnick Investment Management
704
Kayne Anderson Rudnick Investment Management
California
$6.08M
LFG
705
Leverty Financial Group
Wisconsin
$6.08M
ALA
706
Atlas Legacy Advisors
California
$6.05M
ECM
707
Evergreen Capital Management
Washington
$6.05M
RG
708
Rathbones Group
United Kingdom
$6.04M
FFWA
709
FRG Family Wealth Advisors
Washington
$5.98M
BFA
710
Bright Financial Advisors
Michigan
$5.97M
QFA
711
Quattro Financial Advisors
Texas
$5.96M
CSP
712
Cary Street Partners
Virginia
$5.91M
AWMG
713
ADG Wealth Management Group
Louisiana
$5.9M
BA
714
Bellwether Advisors
Nebraska
$5.85M
AWC
715
Abundance Wealth Counselors
Pennsylvania
$5.83M
DAS
716
Diversify Advisory Services
Utah
$5.76M
AWM
717
Avior Wealth Management
Nebraska
$5.73M
GAA
718
Guardian Asset Advisors
Pennsylvania
$5.72M
HCM
719
Hicks Capital Management
Ohio
$5.72M
OSAM
720
O'Shaughnessy Asset Management
Connecticut
$5.72M
SS
721
Sound Stewardship
Kansas
$5.7M
LWMNY
722
Landmark Wealth Management (New York)
New York
$5.7M
SSW
723
Smith Shellnut Wilson
Mississippi
$5.68M
SCA
724
Sandy Cove Advisors
Massachusetts
$5.68M
FC
725
FCA Corp
Texas
$5.66M