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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 %
DP
1401
Dearborn Partners
Illinois
$972K +$104K +1,673 +12%
TIM
1402
Thompson Investment Management
Wisconsin
$971K +$41.7K +673 +4%
JFG
1403
JMG Financial Group
Illinois
$969K
LSIA
1404
LaSalle St. Investment Advisors
Illinois
$967K -$166K -2,675 -15%
FSWA
1405
Financial Synergies Wealth Advisors
Texas
$966K +$2.48K +40 +0.3%
MWM
1406
Modern Wealth Management
Kansas
$966K -$5.15K -83 -0.5%
TYCC
1407
Texas Yale Capital Corp
Florida
$965K +$8.12K +131 +0.8%
XPN
1408
XY Planning Network
Montana
$964K +$127K +2,054 +15%
OWP
1409
ORG Wealth Partners
Texas
$964K -$84K -1,337 -8%
ABTD
1410
Arvest Bank Trust Division
Oklahoma
$958K
TWM
1411
Trueblood Wealth Management
Ohio
$957K +$91.2K +1,470 +11%
VT
1412
Vise Technologies
New York
$957K +$957K +15,425 New
AIM
1413
Anchor Investment Management
South Carolina
$954K -$3.6K -58 -0.4%
CFS
1414
Coordinated Financial Services
Colorado
$953K -$419K -6,749 -31%
MCA
1415
Magnolia Capital Advisors
Mississippi
$947K -$28.3K -457 -3%
BIAS
1416
Beacon Investment Advisory Services
New Jersey
$946K +$12.4K +200 +1%
DWP
1417
Destiny Wealth Partners
Florida
$946K +$946K +15,252 New
HCM
1418
Hollencrest Capital Management
California
$941K
HA
1419
HFG Advisors
Ohio
$940K
RPGK
1420
Retirement Planning Group (Kansas)
Kansas
$939K -$15K -242 -2%
OAS
1421
Optivise Advisory Services
Tennessee
$938K -$1.36K -22 -0.1%
WA
1422
WBH Advisory
Maryland
$937K -$88.8K -1,431 -9%
PCG
1423
Prosperity Consulting Group
Maryland
$936K -$55.5K -895 -6%
PWP
1424
Principle Wealth Partners
Connecticut
$936K
IIM
1425
Ipswich Investment Management
Massachusetts
$934K -$2.17K -35 -0.2%