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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 %
AWM
1426
Ameliora Wealth Management
Switzerland
$931K -$265K -4,276 -22%
COCM
1427
Charter Oak Capital Management
New Hampshire
$928K -$78.3K -1,262 -8%
KA
1428
Kooman & Associates
Pennsylvania
$927K +$17.9K +288 +2%
FCH
1429
Freestone Capital Holdings
Washington
$927K +$9.92K +160 +1%
PJWM
1430
Philip James Wealth Mangement
Georgia
$927K -$1.8K -29 -0.2%
GAM
1431
Gemmer Asset Management
California
$924K -$224K -3,609 -19%
SHJ
1432
Sharkey, Howes & Javer
Colorado
$922K +$224K +3,613 +32%
GSEP
1433
Golden State Equity Partners
California
$918K +$100K +1,612 +12%
WDG
1434
Wealth Dimensions Group
Ohio
$918K +$25.1K +405 +3%
SW
1435
SteelPeak Wealth
California
$913K -$18.9K -304 -2%
PWMG
1436
Private Wealth Management Group
New Jersey
$908K
BFS
1437
BridgePort Financial Solutions
Iowa
$906K +$67.2K +1,083 +8%
ICP
1438
Interchange Capital Partners
Pennsylvania
$903K
DSA
1439
Droms Strauss Advisors
Missouri
$902K +$248 +4 +0%
CAM
1440
Carret Asset Management
New York
$902K +$16.2K +262 +2%
FAI
1441
Fiduciary Advisors Inc
Missouri
$901K +$4.09K +66 +0.5%
TWP
1442
Triad Wealth Partners
Kansas
$899K -$378K -6,089 -30%
IRAG
1443
Investment Research & Advisory Group
Georgia
$898K +$1.55K +25 +0.2%
AAMC
1444
Asset Allocation & Management Company
Illinois
$897K
C
1445
Certuity
Florida
$894K -$143K -2,310 -14%
GS
1446
GWN Securities
Florida
$892K -$3.98M -64,007 -82%
TPW
1447
TL Private Wealth
Texas
$891K +$126 +2 +0%
VAG
1448
VisionPoint Advisory Group
Texas
$890K +$143K +2,308 +19%
DFG
1449
Demars Financial Group
Washington
$887K -$53M -854,019 -98%
LL
1450
LPWM LLC
Minnesota
$886K +$223K +3,600 +34%