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iShares Core S&P Mid-Cap ETF

2,404 hedge funds and large institutions have $75.4B invested in iShares Core S&P Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 139 funds opening new positions, 956 increasing their positions, 986 reducing their positions, and 89 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:

0.36% more ownership

Funds ownership: 78.95%79.31% (+0.36%)

3% less repeat investments, than reductions

Existing positions increased: 956 | Existing positions reduced: 986

2% less funds holding in top 10

Funds holding in top 10: 365357 (-8)

Holders
2,404
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
357
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
TL
776
Tradewinds LLC
North Carolina
$4.92M
BC
777
Bricktown Capital
Michigan
$4.9M
SFMG
778
Sage Financial Management Group
Virginia
$4.89M
TCA
779
Transcend Capital Advisors
New Jersey
$4.87M
CW
780
CreativeOne Wealth
Kansas
$4.86M
IAG
781
Investment Advisory Group
Massachusetts
$4.85M
PMWMG
782
Parr McKnight Wealth Management Group
Minnesota
$4.85M
PFGIA
783
Patriot Financial Group Insurance Agency
Massachusetts
$4.85M
JSSH
784
J. Safra Sarasin Holding
$4.85M
PCM
785
Perritt Capital Management
Illinois
$4.82M
SCG
786
Sonata Capital Group
Washington
$4.81M
MCA
787
MSH Capital Advisors
Arizona
$4.8M
BCM
788
Brookstone Capital Management
Illinois
$4.79M
BWP
789
BSW Wealth Partners
Colorado
$4.77M
SFB
790
STAR Financial Bank
Indiana
$4.77M
FPW
791
Flywheel Private Wealth
California
$4.77M
CAGAS
792
Capital Advisory Group Advisory Services
Minnesota
$4.76M
FA
793
Flagstar Advisors
New York
$4.74M
FFS
794
Founders Financial Securities
Maryland
$4.73M
R
795
Rebalance
California
$4.73M
TCOO
796
Trust Company of Oklahoma
Oklahoma
$4.73M
PCM
797
Parsons Capital Management
Rhode Island
$4.72M
FPCG
798
Forum Private Client Group
Indiana
$4.72M
UBG
799
United Bank (Georgia)
Georgia
$4.71M
LPT
800
Legacy Private Trust
Wisconsin
$4.7M