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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
SAM
1076
Smartleaf Asset Management
Massachusetts
$2.08M
CIS
1077
Connors Investor Services
Pennsylvania
$2.08M
FDW
1078
Fourth Dimension Wealth
Ohio
$2.08M
KOMWMG
1079
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.08M
DQRIM
1080
Dale Q Rice Investment Management
Washington
$2.07M
Susquehanna International Group
1081
Susquehanna International Group
Pennsylvania
$2.07M
LWL
1082
Leo Wealth LLC
Texas
$2.06M
HCA
1083
Harbour Capital Advisors
Virginia
$2.05M
ACIM
1084
Azimuth Capital Investment Management
Michigan
$2.05M
TIA
1085
Tiemann Investment Advisors
California
$2.04M
OFS
1086
Oldfather Financial Services
Nebraska
$2.04M
GI
1087
GAMMA Investing
California
$2.04M
WOSD
1088
WFA of San Diego
California
$2.04M
SWM
1089
SpringVest Wealth Management
Texas
$2.04M
FA
1090
Fiducient Advisors
Illinois
$2.04M
SCA
1091
St. Clair Advisors
Ohio
$2.03M
LRWA
1092
Long Run Wealth Advisors
New York
$2.03M
M
1093
MATAURO
New York
$2.02M
PJSIMP
1094
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.02M
PTC
1095
Philadelphia Trust Company
Pennsylvania
$2.02M
RWP
1096
Revolve Wealth Partners
New Jersey
$2.02M
AssetMark Inc
1097
AssetMark Inc
California
$2.01M
CIAS
1098
CBIZ Investment Advisory Services
Ohio
$2.01M
EB
1099
Exchange Bank
California
$2.01M
KBFS
1100
Kohmann Bosshard Financial Services
Ohio
$2.01M