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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
RSF
1001
Rik Saylor Financial
Ohio
$2.57M
FPCP
1002
Fort Point Capital Partners
California
$2.56M
FCA
1003
FLC Capital Advisors
California
$2.55M
OA
1004
Operose Advisors
Wisconsin
$2.55M
CA
1005
Continuum Advisory
Idaho
$2.54M
HWMT
1006
Heritage Wealth Management (Texas)
Texas
$2.54M
PFW
1007
Petros Family Wealth
Minnesota
$2.54M
DPI
1008
Diversified Portfolios Inc
Michigan
$2.53M
AFP
1009
Ausdal Financial Partners
Iowa
$2.53M
XF
1010
XML Financial
Maryland
$2.51M
SAS
1011
Stelac Advisory Services
New York
$2.5M
AF
1012
Amara Financial
California
$2.5M
SOS
1013
Silver Oak Securities
Tennessee
$2.5M
PGWM
1014
Pitti Group Wealth Management
New York
$2.49M
CCP
1015
Cushing Capital Partners
Wisconsin
$2.49M
WWA
1016
WCG Wealth Advisors
Nevada
$2.49M
LWM
1017
Lyell Wealth Management
California
$2.49M
GLA
1018
Good Life Advisors
Pennsylvania
$2.49M
KIA
1019
KCM Investment Advisors
California
$2.48M
TFG
1020
Taylor Financial Group
Virginia
$2.48M
Millennium Management
1021
Millennium Management
New York
$2.48M
BA
1022
Brightwater Advisory
Florida
$2.47M
BMWM
1023
Brown Miller Wealth Management
Virginia
$2.47M
EFL
1024
ERn Financial LLC
Wisconsin
$2.46M
CNB
1025
Camden National Bank
Maine
$2.46M