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iShares Core S&P Mid-Cap ETF

2,388 hedge funds and large institutions have $75.3B invested in iShares Core S&P Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 949 increasing their positions, 982 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,388
Holders Change
-3
Holders Change %
-0.13%
% of All Funds
32%
Holding in Top 10
354
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-2.75%
% of All Funds
4.74%
New
135
Increased
949
Reduced
982
Closed
89
Calls
$39.1M
Puts
$6.8M
Net Calls
+$32.3M
Net Calls Change
+$8.32M
Name Holding Trade Value Shares
Change
Shares
Change %
MSWM
876
McGlone Suttner Wealth Management
Wisconsin
$3.67M -$72.6K -1,171 -2%
MSAM
877
Moloney Securities Asset Management
Missouri
$3.67M -$548K -8,832 -13%
HI
878
Horizon Investments
North Carolina
$3.65M -$60.4M -973,897 -94%
CGPCS
879
Capital Group Private Client Services
California
$3.65M +$4.71K +76 +0.1%
GI
880
GAMCO Investors
Connecticut
$3.64M +$3.64M +58,709 New
JIC
881
Joel Isaacson & Co
New York
$3.64M -$67.8K -1,093 -2%
IA
882
IFC Advisors
California
$3.63M +$140K +2,250 +4%
WA
883
Wealth Alliance
New York
$3.61M +$62.7K +1,011 +2%
EFG
884
Embree Financial Group
Illinois
$3.61M +$827K +13,336 +30%
KWA
885
Kingswood Wealth Advisors
California
$3.61M +$501K +8,080 +16%
BWM
886
Birchcreek Wealth Management
Ohio
$3.61M +$276K +4,449 +8%
SWA
887
SOA Wealth Advisors
New York
$3.6M -$368K -5,927 -9%
HWM
888
HighMark Wealth Management
Minnesota
$3.6M +$67.2K +1,084 +2%
3F
889
360 Financial
Minnesota
$3.59M +$203K +3,266 +6%
KAS
890
KPP Advisory Services
Kentucky
$3.56M +$54.6K +881 +2%
FSG
891
Financial Strategies Group
Michigan
$3.56M +$21.6K +341 +0.6%
BFWA
892
Benchmark Financial Wealth Advisors
Florida
$3.56M +$20.6K +332 +0.6%
FB
893
Fulton Bank
Pennsylvania
$3.54M +$825K +13,304 +30%
HNWAG
894
High Net Worth Advisory Group
Florida
$3.52M -$66.2K -1,068 -2%
SWM
895
SigFig Wealth Management
California
$3.51M +$721K +11,631 +26%
HL
896
HeadInvest LLC
Maine
$3.51M -$155K -2,504 -4%
AM
897
AGF Management
Ontario, Canada
$3.48M -$31K -500 -0.9%
AWP
898
Astra Wealth Partners
New Jersey
$3.48M -$75.4K -1,216 -2%
TPWA
899
TRUE Private Wealth Advisors
Oregon
$3.47M -$13.9M -224,048 -80%
CV
900
Counterweight Ventures
North Carolina
$3.46M +$23.8K +383 +0.7%