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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
DWM
876
Dakota Wealth Management
Florida
$3.87M
EW
877
Element Wealth
Mississippi
$3.85M
GSIAS
878
Garden State Investment Advisory Services
New Jersey
$3.81M
SC
879
SouthState Corp
Florida
$3.71M
NS
880
NBC Securities
Alabama
$3.7M
CI
881
Cambiar Investors
Colorado
$3.69M
NP
882
Nilsine Partners
Colorado
$3.69M
MSWM
883
McGlone Suttner Wealth Management
Wisconsin
$3.67M
MSAM
884
Moloney Securities Asset Management
Missouri
$3.67M
HI
885
Horizon Investments
North Carolina
$3.65M
CGPCS
886
Capital Group Private Client Services
California
$3.65M
GI
887
GAMCO Investors
Connecticut
$3.64M
JIC
888
Joel Isaacson & Co
New York
$3.64M
IA
889
IFC Advisors
California
$3.63M
WA
890
Wealth Alliance
New York
$3.61M
EFG
891
Embree Financial Group
Illinois
$3.61M
KWA
892
Kingswood Wealth Advisors
California
$3.61M
BWM
893
Birchcreek Wealth Management
Ohio
$3.61M
SWA
894
SOA Wealth Advisors
New York
$3.6M
HWM
895
HighMark Wealth Management
Minnesota
$3.6M
3F
896
360 Financial
Minnesota
$3.59M
KAS
897
KPP Advisory Services
Kentucky
$3.56M
FSG
898
Financial Strategies Group
Michigan
$3.56M
BFWA
899
Benchmark Financial Wealth Advisors
Florida
$3.56M
FB
900
Fulton Bank
Pennsylvania
$3.54M