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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
UBG
801
United Bank (Georgia)
Georgia
$4.71M
LPT
802
Legacy Private Trust
Wisconsin
$4.7M
GFP
803
Gryphon Financial Partners
Ohio
$4.67M
NL
804
NEPC LLC
Massachusetts
$4.65M
SG
805
StoneX Group
New York
$4.64M
UWM
806
USAdvisors Wealth Management
Minnesota
$4.62M
LIA
807
LBMC Investment Advisors
Tennessee
$4.62M
BFA
808
Blueprint Financial Advisors
North Carolina
$4.57M
GF
809
Gries Financial
Ohio
$4.57M
G
810
GenTrust
Florida
$4.52M
SFG
811
Sather Financial Group
Texas
$4.52M
CFS
812
CRA Financial Services
New Jersey
$4.49M
CAI
813
Capital Advisors Inc
Oklahoma
$4.47M
BIP
814
Blueprint Investment Partners
North Carolina
$4.46M
PAM
815
Palisade Asset Management
Minnesota
$4.46M
CF
816
Convergence Financial
Missouri
$4.46M
SFP
817
Sterling Financial Planning
New Jersey
$4.43M
MG
818
Mather Group
Illinois
$4.42M
PFG
819
Pacific Financial Group
Washington
$4.41M
VPP
820
Vertex Planning Partners
Illinois
$4.41M
HIMC
821
Heritage Investors Management Corp
Maryland
$4.4M
DL
822
DOHJ LLC
Washington
$4.39M
FPAS
823
Focus Partners Advisor Solutions
Missouri
$4.38M
AWM
824
Aprio Wealth Management
Georgia
$4.38M
BSTWA
825
Blake Schutter Theil Wealth Advisors
Ohio
$4.37M