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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
BPWM
1376
BCS Private Wealth Management
New Jersey
$1.06M
MA
1377
MBA Advisors
Pennsylvania
$1.05M
CCFM
1378
Clear Creek Financial Management
Washington
$1.04M
IC
1379
Innealta Capital
Texas
$1.04M
TNB
1380
Thomasville National Bank
Georgia
$1.04M
HCM
1381
Howland Capital Management
Massachusetts
$1.03M
FFN
1382
Focus Financial Network
Minnesota
$1.03M
WTA
1383
Washington Trust Advisors
Massachusetts
$1.03M
RA
1384
Ruggaard & Associates
Ohio
$1.03M
VPIM
1385
Vanguard Personalized Indexing Management
California
$1.03M
TA
1386
TFG Advisers
Michigan
$1.02M
EAM
1387
Evanson Asset Management
California
$1.02M
SXL
1388
Summit X LLC
Missouri
$1.02M
FFA
1389
Founders Financial Alliance
North Carolina
$1.02M
MWA
1390
Midland Wealth Advisors
Illinois
$1.01M
ACM
1391
AlphaStar Capital Management
North Carolina
$1.01M
LCM
1392
LVM Capital Management
Michigan
$1.01M
ACG
1393
Allen Capital Group
Nebraska
$1.01M
TWM
1394
Thrive Wealth Management
Pennsylvania
$1.01M
AP
1395
Appleton Partners
Massachusetts
$1M
CCA
1396
Cobblestone Capital Advisors
New York
$1M
HNW
1397
High Note Wealth
Minnesota
$1M
DWM
1398
Daner Wealth Management
Georgia
$1M
EFG
1399
Ethos Financial Group
Pennsylvania
$1,000K
KSWA
1400
Kathleen S. Wright Associates
Pennsylvania
$999K