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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 138 funds opening new positions, 957 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 ownership

Funds ownership:

0% more funds holding

Funds holding: 2,3962,404 (+8)

3% less repeat investments, than reductions

Existing positions increased: 957 | 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
EGWAG
1151
Elwood & Goetz Wealth Advisory Group
Georgia
$1.78M
FHC
1152
First Heartland Consultants
Missouri
$1.78M
DWG
1153
Darden Wealth Group
Michigan
$1.78M
IAA
1154
Independent Advisor Alliance
North Carolina
$1.77M
AA
1155
Ashford Advisors
New York
$1.76M
ZF
1156
Zhang Financial
Michigan
$1.75M
GJIA
1157
Glass Jacobson Investment Advisors
Maryland
$1.74M
AFC
1158
AFT Forsyth & Company
Florida
$1.74M
BAM
1159
Berkshire Asset Management
Pennsylvania
$1.74M
KJHP
1160
K.J. Harrison & Partners
Ontario, Canada
$1.74M
TFS
1161
Thoroughbred Financial Services
Tennessee
$1.74M
FAM
1162
Forte Asset Management
New York
$1.73M
SS
1163
Sunbelt Securities
Texas
$1.73M
RWMG
1164
Redwood Wealth Management Group
New Jersey
$1.72M
AAG
1165
Armstrong Advisory Group
Massachusetts
$1.71M
MWS
1166
MFA Wealth Services
California
$1.7M
WA
1167
WP Advisors
California
$1.7M
V
1168
VeraBank
Texas
$1.69M
GI
1169
Gradient Investments
Minnesota
$1.68M
HBT
1170
Hills Bank & Trust
Iowa
$1.68M
EWM
1171
Empirical Wealth Management
Washington
$1.67M
TSW
1172
Three Seasons Wealth
Utah
$1.66M
TFF
1173
The Family Firm
Maryland
$1.66M
ANB
1174
Amarillo National Bank
Texas
$1.66M
VFS
1175
Valpey Financial Services
New Hampshire
$1.65M