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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
SI
1226
Saxon Interests
Texas
$1.49M
OWA
1227
Octavia Wealth Advisors
Ohio
$1.48M
OFS
1228
Orrstown Financial Services
Pennsylvania
$1.48M
TCB
1229
Texas Capital Bancshares
Texas
$1.47M
RMCM
1230
Reynders McVeigh Capital Management
Massachusetts
$1.46M
TMWM
1231
Taylor & Morgan Wealth Management
Michigan
$1.46M
TR
1232
Tepp RIA
New Jersey
$1.45M
IPWA
1233
International Private Wealth Advisors
California
$1.45M
SWM
1234
SilverOak Wealth Management
Minnesota
$1.45M
CANC
1235
Culbertson A N & Co
Virginia
$1.44M
TIAM2
1236
Tru Independence Asset Management 2
Oregon
$1.44M
GKIM
1237
GW&K Investment Management
Massachusetts
$1.44M
PGAM
1238
Princeton Global Asset Management
New Jersey
$1.44M
AWM
1239
Angeles Wealth Management
California
$1.43M
BLC
1240
Brown, Lisle/Cummings
Rhode Island
$1.43M
CA
1241
CGN Advisors
Kansas
$1.42M
SC
1242
Sapient Capital
Indiana
$1.41M
AFG
1243
Atomi Financial Group
New York
$1.41M
MIM
1244
Marco Investment Management
Georgia
$1.4M
MI
1245
Moneywise Inc
Virginia
$1.4M
6F
1246
626 Financial
Michigan
$1.4M
SDWMA
1247
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.4M
KW
1248
KWB Wealth
California
$1.39M
FGA
1249
Fortis Group Advisors
New Jersey
$1.39M
SPC
1250
Spirepoint Private Client
Florida
$1.39M