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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
CIAS
1101
CBIZ Investment Advisory Services
Ohio
$2.01M
EB
1102
Exchange Bank
California
$2.01M
KBFS
1103
Kohmann Bosshard Financial Services
Ohio
$2.01M
TSWM
1104
Tyler-Stone Wealth Management
Ohio
$2M
BWM
1105
BigSur Wealth Management
Florida
$2M
EW
1106
Evoke Wealth
California
$2M
OHWP
1107
Oak Harbor Wealth Partners
North Carolina
$2M
IAS
1108
Investment Advisory Services
Texas
$1.99M
TP
1109
Tranquility Partners
Tennessee
$1.99M
FNC
1110
First National Corp
Massachusetts
$1.99M
CP
1111
Covenant Partners
Tennessee
$1.99M
AWM
1112
Atticus Wealth Management
Florida
$1.97M
TA
1113
TFB Advisors
Kansas
$1.96M
EG
1114
Ellerson Group
Maryland
$1.95M
Empower Advisory Group
1115
Empower Advisory Group
Colorado
$1.94M
SFG
1116
SevenBridge Financial Group
Pennsylvania
$1.94M
IP
1117
Ignite Planners
California
$1.94M
CFG
1118
Cosner Financial Group
Colorado
$1.94M
CG
1119
Corundum Group
Colorado
$1.93M
SL
1120
SFM LLC
New Hampshire
$1.93M
AWA
1121
Artemis Wealth Advisors
New York
$1.93M
MC
1122
Moors & Cabot
Massachusetts
$1.93M
KCM
1123
Kathmere Capital Management
Pennsylvania
$1.92M
CCT
1124
Capital City Trust
Florida
$1.92M
BB
1125
Berkshire Bank
Massachusetts
$1.91M