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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
TIA
1401
Traphagen Investment Advisors
New Jersey
$998K
OPA
1402
Old Port Advisors
Maine
$998K
GL
1403
Gerber LLC
Ohio
$995K
WH
1404
Willner & Heller
California
$995K
WCG
1405
Weaver Consulting Group
California
$994K
CL
1406
COWA LLC
Oklahoma
$994K
PL
1407
Plancorp LLC
Missouri
$990K
LWM
1408
Lakeridge Wealth Management
Ohio
$989K
WC
1409
Westhampton Capital
North Carolina
$983K
CWG
1410
Cornerstone Wealth Group
North Carolina
$981K
EF
1411
Empowered Funds
Pennsylvania
$976K
SEIA
1412
Signature Estate & Investment Advisors
California
$973K
SWA
1413
Strata Wealth Advisors
Texas
$972K
DP
1414
Dearborn Partners
Illinois
$972K
TIM
1415
Thompson Investment Management
Wisconsin
$971K
JFG
1416
JMG Financial Group
Illinois
$969K
LSIA
1417
LaSalle St. Investment Advisors
Illinois
$967K
FSWA
1418
Financial Synergies Wealth Advisors
Texas
$966K
MWM
1419
Modern Wealth Management
Kansas
$966K
TYCC
1420
Texas Yale Capital Corp
Florida
$965K
XPN
1421
XY Planning Network
Montana
$964K
OWP
1422
ORG Wealth Partners
Texas
$964K
ABTD
1423
Arvest Bank Trust Division
Oklahoma
$958K
TWM
1424
Trueblood Wealth Management
Ohio
$957K
VT
1425
Vise Technologies
New York
$957K