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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
HNWAG
901
High Net Worth Advisory Group
Florida
$3.52M
SWM
902
SigFig Wealth Management
California
$3.51M
HL
903
HeadInvest LLC
Maine
$3.51M
AM
904
AGF Management
Ontario, Canada
$3.48M
AWP
905
Astra Wealth Partners
New Jersey
$3.48M
TPWA
906
TRUE Private Wealth Advisors
Oregon
$3.47M
CV
907
Counterweight Ventures
North Carolina
$3.46M
IF
908
Intrua Financial
Texas
$3.45M
BWG
909
Balanced Wealth Group
Ohio
$3.45M
JAA
910
Joel Adams & Associates
North Carolina
$3.44M
HPC
911
HM Payson & Co
Maine
$3.41M
Russell Investments Group
912
Russell Investments Group
United Kingdom
$3.38M
KP
913
Keel Point
Alabama
$3.34M
SFS
914
Sowell Financial Services
Arkansas
$3.34M
NA
915
Nordwand Advisors
Pennsylvania
$3.33M
BFO
916
Boston Family Office
Massachusetts
$3.33M
SB
917
Strategic Blueprint
Georgia
$3.32M
BC
918
Bowman & Company
Wisconsin
$3.3M
AWP
919
Axis Wealth Partners
Rhode Island
$3.27M
PIA
920
Perennial Investment Advisors
California
$3.25M
CIC
921
Carnegie Investment Counsel
Ohio
$3.24M
EA
922
Everpar Advisors
Oklahoma
$3.23M
CAAM
923
Cornerstone Advisors Asset Management
Pennsylvania
$3.22M
FTC
924
Farmers Trust Company
Ohio
$3.22M
FWM
925
ForthRight Wealth Management
Georgia
$3.22M