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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
CAM
1301
Costello Asset Management
Pennsylvania
$1.25M
ESB
1302
Essex Savings Bank
Connecticut
$1.25M
AWA
1303
ARQ Wealth Advisors
Arizona
$1.25M
LC
1304
Lincoln Capital
Nebraska
$1.24M
APP
1305
Avantax Planning Partners
Iowa
$1.24M
CIS
1306
Continental Investors Services
Washington
$1.24M
CWA
1307
Continuum Wealth Advisors
New York
$1.24M
First Manhattan
1308
First Manhattan
New York
$1.24M
Fisher Asset Management
1309
Fisher Asset Management
Washington
$1.23M
GWM
1310
Greenwich Wealth Management
Connecticut
$1.23M
FNA
1311
First National Advisers
Nebraska
$1.22M
WPW
1312
Watershed Private Wealth
Illinois
$1.22M
KHC
1313
Koesten Hirschmann & Crabtree
Kansas
$1.21M
SIC
1314
Salem Investment Counselors
North Carolina
$1.21M
WP
1315
WealthShield Partners
North Carolina
$1.21M
MAM
1316
MMA Asset Management
Pennsylvania
$1.2M
CCWM
1317
Correct Capital Wealth Management
Missouri
$1.2M
JFG
1318
Jefferies Financial Group
New York
$1.2M
PCA
1319
Pallas Capital Advisors
Massachusetts
$1.2M
NCM
1320
NCM Capital Management
New Jersey
$1.2M
OLVIG
1321
Oliver Lagore Vanvalin Investment Group
Michigan
$1.2M
CNBOF
1322
City National Bank of Florida
Florida
$1.19M
TWP
1323
Tempus Wealth Planning
California
$1.18M
UBV
1324
United Bank (Virginia)
Virginia
$1.18M
BL
1325
Balentine LLC
Georgia
$1.18M