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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
SCM
826
Sebold Capital Management
Illinois
$4.37M
WFA
827
Wellspring Financial Advisors
Ohio
$4.37M
AFG
828
Allegheny Financial Group
Pennsylvania
$4.37M
CFO
829
CVA Family Office
Colorado
$4.36M
TPA
830
Trivium Point Advisory
Connecticut
$4.34M
HIA
831
HTG Investment Advisors
Connecticut
$4.3M
RF
832
Rossby Financial
Florida
$4.3M
JIP
833
Jaffetilchin Investment Partners
Florida
$4.3M
RFN
834
RDA Financial Network
Iowa
$4.29M
AWAP
835
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$4.27M
SWP
836
Summit Wealth Partners
Florida
$4.26M
NG
837
Novem Group
New York
$4.26M
PPWM
838
PFG Private Wealth Management
Florida
$4.19M
BCG
839
Breakwater Capital Group
New Jersey
$4.18M
AFA
840
AA Financial Advisors
Ohio
$4.18M
GWS
841
Greykasell Wealth Strategies
California
$4.17M
NDSI
842
Newman Dignan & Sheerar Inc
Rhode Island
$4.17M
MWP
843
Moller Wealth Partners
$4.17M
SAF
844
Smith Anglin Financial
Texas
$4.17M
FWM
845
Forza Wealth Management
Florida
$4.16M
RWA
846
River Wealth Advisors
Pennsylvania
$4.15M
WF
847
Welch & Forbes
Massachusetts
$4.12M
LF
848
LifeSteps Financial
California
$4.12M
SIG
849
Sky Investment Group
Connecticut
$4.12M
AL
850
Aspiriant LLC
California
$4.11M