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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
AIM
1426
Anchor Investment Management
South Carolina
$954K
CFS
1427
Coordinated Financial Services
Colorado
$953K
MCA
1428
Magnolia Capital Advisors
Mississippi
$947K
BIAS
1429
Beacon Investment Advisory Services
New Jersey
$946K
DWP
1430
Destiny Wealth Partners
Florida
$946K
HCM
1431
Hollencrest Capital Management
California
$941K
HA
1432
HFG Advisors
Ohio
$940K
RPGK
1433
Retirement Planning Group (Kansas)
Kansas
$939K
OAS
1434
Optivise Advisory Services
Tennessee
$938K
WA
1435
WBH Advisory
Maryland
$937K
PCG
1436
Prosperity Consulting Group
Maryland
$936K
PWP
1437
Principle Wealth Partners
Connecticut
$936K
IIM
1438
Ipswich Investment Management
Massachusetts
$934K
AWM
1439
Ameliora Wealth Management
Switzerland
$931K
COCM
1440
Charter Oak Capital Management
New Hampshire
$928K
KA
1441
Kooman & Associates
Pennsylvania
$927K
FCH
1442
Freestone Capital Holdings
Washington
$927K
PJWM
1443
Philip James Wealth Mangement
Georgia
$927K
GAM
1444
Gemmer Asset Management
California
$924K
SHJ
1445
Sharkey, Howes & Javer
Colorado
$922K
GSEP
1446
Golden State Equity Partners
California
$918K
WDG
1447
Wealth Dimensions Group
Ohio
$918K
SW
1448
SteelPeak Wealth
California
$913K
PWMG
1449
Private Wealth Management Group
New Jersey
$908K
BFS
1450
BridgePort Financial Solutions
Iowa
$906K