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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
IAS
1251
IMA Advisory Services
Colorado
$1.38M
PFG
1252
Pinnacle Financial Group
Illinois
$1.37M
DWM
1253
Diversify Wealth Management
Utah
$1.37M
KFGK
1254
Keystone Financial Group (Kentucky)
Kentucky
$1.37M
WE
1255
Wealth Effects
Massachusetts
$1.37M
GI
1256
GS Investments
Minnesota
$1.37M
ST
1257
Spinnaker Trust
Maine
$1.37M
CFA
1258
CWS Financial Advisors
Michigan
$1.37M
RWM
1259
Ritholtz Wealth Management
New York
$1.36M
CCA
1260
Clearwater Capital Advisors
Illinois
$1.36M
IA
1261
Integrity Alliance
Iowa
$1.35M
BPC
1262
Bearing Point Capital
Minnesota
$1.35M
TW
1263
TritonPoint Wealth
Maryland
$1.35M
CWS
1264
Confluence Wealth Services
Pennsylvania
$1.35M
MAM
1265
MWA Asset Management
Massachusetts
$1.34M
STA
1266
Smith Thornton Advisors
Alabama
$1.34M
WA
1267
Wealthstream Advisors
New York
$1.34M
CG
1268
Cynosure Group
Utah
$1.34M
DIA
1269
Dana Investment Advisors
Wisconsin
$1.33M
AG
1270
Ascent Group
Virginia
$1.33M
PWM
1271
PBMares Wealth Management
Virginia
$1.33M
SFG
1272
Stonebridge Financial Group
Pennsylvania
$1.33M
TCOT
1273
Trust Company of Toledo
Ohio
$1.33M
SCM
1274
Sage Capital Management
New Jersey
$1.33M
WMP
1275
Wealth Management Partners
Arizona
$1.33M