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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 %
CFA
1251
CWS Financial Advisors
Michigan
$1.37M +$2.92K +47 +0.2%
RWM
1252
Ritholtz Wealth Management
New York
$1.36M +$209K +3,366 +18%
CCA
1253
Clearwater Capital Advisors
Illinois
$1.36M +$14.9K +240 +1%
IA
1254
Integrity Alliance
Iowa
$1.35M -$321K -5,177 -19%
BPC
1255
Bearing Point Capital
Minnesota
$1.35M
TW
1256
TritonPoint Wealth
Maryland
$1.35M +$25.7K +414 +2%
CWS
1257
Confluence Wealth Services
Pennsylvania
$1.35M +$36K +580 +3%
MAM
1258
MWA Asset Management
Massachusetts
$1.34M -$22K -355 -2%
STA
1259
Smith Thornton Advisors
Alabama
$1.34M -$15.8K -255 -1%
WA
1260
Wealthstream Advisors
New York
$1.34M -$11.2K -181 -0.8%
CG
1261
Cynosure Group
Utah
$1.34M -$6.08K -98 -0.5%
DIA
1262
Dana Investment Advisors
Wisconsin
$1.33M -$24.5K -395 -2%
AG
1263
Ascent Group
Virginia
$1.33M -$101K -1,631 -7%
PWM
1264
PBMares Wealth Management
Virginia
$1.33M -$27.7K -446 -2%
SFG
1265
Stonebridge Financial Group
Pennsylvania
$1.33M +$40.1K +647 +3%
TCOT
1266
Trust Company of Toledo
Ohio
$1.33M -$100K -1,614 -7%
SCM
1267
Sage Capital Management
New Jersey
$1.33M -$15.4K -248 -1%
WMP
1268
Wealth Management Partners
Arizona
$1.33M -$17.4K -276 -1%
KCPG
1269
Kavar Capital Partners Group
Kansas
$1.32M -$10.8K -174 -0.8%
A
1270
Argentarii
Ohio
$1.31M +$78.8K +1,271 +6%
TIM
1271
Tortoise Investment Management
New York
$1.31M -$22.9K -370 -2%
IAIM
1272
International Assets Investment Management
Florida
$1.31M -$222K -3,579 -15%
FFW
1273
Fusion Family Wealth
New York
$1.3M +$581K +9,366 +80%
SWM
1274
Shakespeare Wealth Management
Wisconsin
$1.3M -$5.21K -84 -0.4%
PI
1275
PFG Investments
New York
$1.3M -$134K -2,162 -9%