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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
CL
1401
COWA LLC
Oklahoma
$994K
PL
1402
Plancorp LLC
Missouri
$990K
LWM
1403
Lakeridge Wealth Management
Ohio
$989K
WC
1404
Westhampton Capital
North Carolina
$983K
CWG
1405
Cornerstone Wealth Group
North Carolina
$981K
EF
1406
Empowered Funds
Pennsylvania
$976K
SEIA
1407
Signature Estate & Investment Advisors
California
$973K
SWA
1408
Strata Wealth Advisors
Texas
$972K
DP
1409
Dearborn Partners
Illinois
$972K
TIM
1410
Thompson Investment Management
Wisconsin
$971K
JFG
1411
JMG Financial Group
Illinois
$969K
LSIA
1412
LaSalle St. Investment Advisors
Illinois
$967K
FSWA
1413
Financial Synergies Wealth Advisors
Texas
$966K
MWM
1414
Modern Wealth Management
Kansas
$966K
TYCC
1415
Texas Yale Capital Corp
Florida
$965K
XPN
1416
XY Planning Network
Montana
$964K
OWP
1417
ORG Wealth Partners
Texas
$964K
ABTD
1418
Arvest Bank Trust Division
Oklahoma
$958K
TWM
1419
Trueblood Wealth Management
Ohio
$957K
VT
1420
Vise Technologies
New York
$957K
AIM
1421
Anchor Investment Management
South Carolina
$954K
CFS
1422
Coordinated Financial Services
Colorado
$953K
MCA
1423
Magnolia Capital Advisors
Mississippi
$947K
BIAS
1424
Beacon Investment Advisory Services
New Jersey
$946K
DWP
1425
Destiny Wealth Partners
Florida
$946K