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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
FWP
1126
Forefront Wealth Partners
Texas
$1.91M
LSWP
1127
Liberty Square Wealth Partners
Pennsylvania
$1.89M
GWS
1128
Glassman Wealth Services
Virginia
$1.88M
CAMG
1129
CWA Asset Management Group
Florida
$1.87M
AC
1130
AWM Capital
Arizona
$1.86M
PVAMC
1131
PPS&V Asset Management Consultants
Michigan
$1.86M
OCM
1132
Orion Capital Management
California
$1.86M
OP
1133
ORG Partners
Indiana
$1.86M
MBTD
1134
Mechanics Bank - Trust Department
California
$1.85M
DACG
1135
Donor Advised Charitable Giving
California
$1.85M
SW
1136
Simplicity Wealth
New Jersey
$1.84M
IFO
1137
Independent Family Office
New York
$1.84M
FPGK
1138
Financial Partners Group (Kansas)
Kansas
$1.84M
AWM
1139
Apex Wealth Management
New Hampshire
$1.84M
TPI
1140
Trust Point Inc
Wisconsin
$1.83M
MA
1141
MONECO Advisors
Connecticut
$1.83M
NPFS
1142
Novak & Powell Financial Services
Florida
$1.82M
NCG
1143
Newport Capital Group
New Jersey
$1.82M
FB
1144
Finward Bancorp
Indiana
$1.82M
S
1145
Sunpointe
Missouri
$1.81M
CA
1146
Clune & Associates
Illinois
$1.81M
TIAAOA
1147
Teachers Insurance & Annuity Association of America
New York
$1.81M
CBB
1148
Citizens Business Bank
California
$1.8M
RCG
1149
Regatta Capital Group
California
$1.8M
RT
1150
Rockland Trust
Massachusetts
$1.79M