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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
TAM
951
Townsend Asset Management
North Carolina
$2.93M
RWPA
952
Richard W. Paul & Associates
Michigan
$2.92M
ANC
953
Ames National Corp
Iowa
$2.91M
WP
954
Wealthspan Partners
Iowa
$2.91M
BEI
955
Benjamin Edwards Inc
Missouri
$2.91M
GSWM
956
Golden State Wealth Management
California
$2.89M
UF
957
Univest Financial
Pennsylvania
$2.88M
NEPWA
958
New England Private Wealth Advisors
Massachusetts
$2.87M
ATWA
959
Arbor Trust Wealth Advisors
Michigan
$2.86M
AWM
960
AE Wealth Management
Kansas
$2.86M
ACM
961
AUA Capital Management
Pennsylvania
$2.85M
CPRC
962
Consolidated Portfolio Review Corp
New York
$2.82M
SGK
963
Steigerwald Gordon & Koch
Virginia
$2.82M
QCM
964
QRG Capital Management
Illinois
$2.81M
Ensign Peak Advisors
965
Ensign Peak Advisors
Utah
$2.81M
CB
966
Cadence Bank
Mississippi
$2.81M
DFA
967
Delta Financial Advisors
Louisiana
$2.81M
NDBT
968
North Dallas Bank & Trust
Texas
$2.8M
SCTC
969
Sanibel Captiva Trust Company
Florida
$2.79M
ST
970
Sageworth Trust
Pennsylvania
$2.79M
Balyasny Asset Management
971
Balyasny Asset Management
Illinois
$2.78M
MPWS
972
McCarter Private Wealth Services
Massachusetts
$2.77M
PG
973
Patten Group
Tennessee
$2.76M
SAM
974
Securian Asset Management
Minnesota
$2.76M
CIR
975
Clear Investment Research
Georgia
$2.75M