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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
CA
926
Claro Advisors
Massachusetts
$3.21M
NL
927
NWAM LLC
Washington
$3.19M
IA
928
Insight Advisors
Pennsylvania
$3.17M
QWM
929
Quadcap Wealth Management
Texas
$3.16M
CWM
930
C2C Wealth Management
Arizona
$3.16M
CA
931
Crumly & Associates
Illinois
$3.15M
CFFP
932
Center for Financial Planning
Michigan
$3.12M
BRM
933
Boston Research & Management
Massachusetts
$3.12M
SF
934
Symphony Financial
Texas
$3.09M
Deutsche Bank
935
Deutsche Bank
Germany
$3.08M
WIA
936
Wetzel Investment Advisors
Indiana
$3.05M
BONH
937
Bank of New Hampshire
New Hampshire
$3.05M
BMCM
938
Bryn Mawr Capital Management
Pennsylvania
$3.04M
GWM
939
Geneos Wealth Management
Colorado
$3.02M
TWC
940
TD Waterhouse Canada
Ontario, Canada
$3M
Betterment LLC
941
Betterment LLC
New York
$3M
GPI
942
General Partner Inc
Pennsylvania
$3M
SAI
943
Savvy Advisors Inc
New York
$2.99M
LAM
944
LOM Asset Management
$2.99M
PCA
945
Providence Capital Advisors
North Carolina
$2.98M
OC
946
Oakworth Capital
Alabama
$2.97M
LNWWM
947
Laird Norton Wetherby Wealth Management
California
$2.97M
CBT
948
CoreFirst Bank & Trust
Kansas
$2.94M
HCC
949
Hirtle Callaghan & Co
Pennsylvania
$2.94M
S
950
Sachetta
Massachusetts
$2.94M