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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
BMWM
1026
Brown Miller Wealth Management
Virginia
$2.47M
EFL
1027
ERn Financial LLC
Wisconsin
$2.46M
CNB
1028
Camden National Bank
Maine
$2.46M
PCM
1029
Palisade Capital Management
New Jersey
$2.44M
MWM
1030
Maridea Wealth Management
New York
$2.43M
CAL
1031
Capital Advisors Ltd
Ohio
$2.43M
WAM
1032
Weinberger Asset Management
California
$2.42M
1IA
1033
1834 Investment Advisors
Wisconsin
$2.41M
MIM
1034
Macroview Investment Management
Maryland
$2.4M
AWP
1035
Ascent Wealth Partners
New York
$2.38M
BFW
1036
Brady Family Wealth
Missouri
$2.37M
RA
1037
RFG Advisory
Alabama
$2.37M
W
1038
WorthPointe
California
$2.36M
CNBT
1039
Canandaigua National Bank & Trust
New York
$2.36M
MWM
1040
MY Wealth Management
Maryland
$2.36M
GC
1041
Gilbert & Cook
Iowa
$2.36M
NWMG
1042
National Wealth Management Group
Ohio
$2.34M
TW
1043
Towerpoint Wealth
California
$2.34M
OFG
1044
Oxford Financial Group
Indiana
$2.33M
CSIC
1045
Clifford Swan Investment Counsel
California
$2.33M
OC
1046
Opinicus Capital
Florida
$2.33M
B
1047
Bensler
Washington
$2.32M
EW
1048
Enzi Wealth
Texas
$2.31M
LFP
1049
Lakeshore Financial Planning
Michigan
$2.31M
NF
1050
Nikulski Financial
Iowa
$2.29M