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iShares Core S&P Mid-Cap ETF

2,388 hedge funds and large institutions have $75.3B invested in iShares Core S&P Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 949 increasing their positions, 982 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,388
Holders Change
-3
Holders Change %
-0.13%
% of All Funds
32%
Holding in Top 10
354
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-2.75%
% of All Funds
4.74%
New
135
Increased
949
Reduced
982
Closed
89
Calls
$39.1M
Puts
$6.8M
Net Calls
+$32.3M
Net Calls Change
+$8.32M
Name Holding Trade Value Shares
Change
Shares
Change %
TIAM2
1226
Tru Independence Asset Management 2
Oregon
$1.44M +$148K +2,385 +11%
GKIM
1227
GW&K Investment Management
Massachusetts
$1.44M +$340K +5,475 +31%
PGAM
1228
Princeton Global Asset Management
New Jersey
$1.44M +$300K +4,844 +26%
AWM
1229
Angeles Wealth Management
California
$1.43M +$1.28M +20,653 +859%
BLC
1230
Brown, Lisle/Cummings
Rhode Island
$1.43M +$87.9K +1,418 +7%
CA
1231
CGN Advisors
Kansas
$1.42M +$186 +3 +0%
SC
1232
Sapient Capital
Indiana
$1.41M +$138K +2,222 +11%
AFG
1233
Atomi Financial Group
New York
$1.41M +$14K +226 +1%
MIM
1234
Marco Investment Management
Georgia
$1.4M
MI
1235
Moneywise Inc
Virginia
$1.4M -$3.48M -56,164 -71%
6F
1236
626 Financial
Michigan
$1.4M -$156K -2,509 -10%
SDWMA
1237
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.4M -$227K -3,654 -14%
KW
1238
KWB Wealth
California
$1.39M -$31K -531 -2%
FGA
1239
Fortis Group Advisors
New Jersey
$1.39M -$82.6K -1,311 -6%
SPC
1240
Spirepoint Private Client
Florida
$1.39M +$29.6K +478 +2%
CCM
1241
Crew Capital Management
Ohio
$1.38M -$297K -4,795 -18%
PPA
1242
Pacific Point Advisors
California
$1.38M -$26.8K -432 -2%
DW
1243
Dodds Wealth
Colorado
$1.38M -$17K -274 -1%
IAS
1244
IMA Advisory Services
Colorado
$1.38M -$34.5K -556 -2%
PFG
1245
Pinnacle Financial Group
Illinois
$1.37M -$15.1K -243 -1%
DWM
1246
Diversify Wealth Management
Utah
$1.37M +$11K +173 +0.8%
KFGK
1247
Keystone Financial Group (Kentucky)
Kentucky
$1.37M +$4.53K +73 +0.3%
WE
1248
Wealth Effects
Massachusetts
$1.37M -$209K -3,365 -13%
GI
1249
GS Investments
Minnesota
$1.37M -$91K -1,468 -6%
ST
1250
Spinnaker Trust
Maine
$1.37M +$155K +2,500 +13%