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iShares Core S&P Mid-Cap ETF

2,413 hedge funds and large institutions have $75.5B invested in iShares Core S&P Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 960 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: 78.96%79.41% (+0.46%)

3% less repeat investments, than reductions

Existing positions increased: 960 | Existing positions reduced: 988

2% less funds holding in top 10

Funds holding in top 10: 365358 (-7)

Holders
2,413
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
BFPW
101
BOK Financial Private Wealth
Colorado
$81M
LF
102
Lee Financial
Texas
$80.5M
VOYA Investment Management
103
VOYA Investment Management
Georgia
$79.3M
FSC
104
Full Sail Capital
Oklahoma
$79.2M
PA
105
Planning Alternatives
Michigan
$78.2M
RWM
106
RKL Wealth Management
Pennsylvania
$77.8M
PPFA
107
Provida Pension Fund Administrator
Chile
$77.5M
EH
108
Equitable Holdings
New York
$77.2M
HI
109
Harbour Investments
Wisconsin
$76M
SPIA
110
Steward Partners Investment Advisory
New York
$74.9M
GIM
111
Goelzer Investment Management
Indiana
$73.2M
Janney Montgomery Scott
112
Janney Montgomery Scott
Pennsylvania
$73.2M
VC
113
Vicus Capital
Pennsylvania
$73M
AWA
114
Alaska Wealth Advisors
Alaska
$72.9M
BP
115
Ballentine Partners
Massachusetts
$72.5M
TIAA Trust, National Association
116
TIAA Trust, National Association
North Carolina
$72.2M
LRIA
117
Leonard Rickey Investment Advisors
Washington
$72.1M
TFO
118
Tarbox Family Office
California
$70.8M
AFG
119
Arkansas Financial Group
Arkansas
$70.1M
AllianceBernstein
120
AllianceBernstein
Tennessee
$69.5M
LI
121
LVZ Inc
Michigan
$68.4M
SWP
122
Stratos Wealth Partners
Ohio
$67.6M
Cambridge Investment Research Advisors
123
Cambridge Investment Research Advisors
Iowa
$67.5M
PAG
124
Private Advisor Group
New Jersey
$67.2M
CCM
125
Coldstream Capital Management
Washington
$66.1M