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iShares Core S&P Mid-Cap ETF

2,404 hedge funds and large institutions have $75.4B invested in iShares Core S&P Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 139 funds opening new positions, 956 increasing their positions, 986 reducing their positions, and 89 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:

0.36% more ownership

Funds ownership: 78.95%79.31% (+0.36%)

3% less repeat investments, than reductions

Existing positions increased: 956 | Existing positions reduced: 986

2% less funds holding in top 10

Funds holding in top 10: 365357 (-8)

Holders
2,404
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
357
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
HL
901
HeadInvest LLC
Maine
$3.51M
AM
902
AGF Management
Ontario, Canada
$3.48M
AWP
903
Astra Wealth Partners
New Jersey
$3.48M
TPWA
904
TRUE Private Wealth Advisors
Oregon
$3.47M
CV
905
Counterweight Ventures
North Carolina
$3.46M
IF
906
Intrua Financial
Texas
$3.45M
BWG
907
Balanced Wealth Group
Ohio
$3.45M
JAA
908
Joel Adams & Associates
North Carolina
$3.44M
HPC
909
HM Payson & Co
Maine
$3.41M
Russell Investments Group
910
Russell Investments Group
United Kingdom
$3.38M
KP
911
Keel Point
Alabama
$3.34M
SFS
912
Sowell Financial Services
Arkansas
$3.34M
NA
913
Nordwand Advisors
Pennsylvania
$3.33M
BFO
914
Boston Family Office
Massachusetts
$3.33M
SB
915
Strategic Blueprint
Georgia
$3.32M
BC
916
Bowman & Company
Wisconsin
$3.3M
AWP
917
Axis Wealth Partners
Rhode Island
$3.27M
PIA
918
Perennial Investment Advisors
California
$3.25M
CIC
919
Carnegie Investment Counsel
Ohio
$3.24M
EA
920
Everpar Advisors
Oklahoma
$3.23M
CAAM
921
Cornerstone Advisors Asset Management
Pennsylvania
$3.22M
FTC
922
Farmers Trust Company
Ohio
$3.22M
FWM
923
ForthRight Wealth Management
Georgia
$3.22M
CA
924
Claro Advisors
Massachusetts
$3.21M
NL
925
NWAM LLC
Washington
$3.19M