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