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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
Bank of Nova Scotia
126
Bank of Nova Scotia
Ontario, Canada
$64.7M
CCFCSB
127
Cape Cod Five Cents Savings Bank
Massachusetts
$64.4M
DWM
128
Destination Wealth Management
California
$63.7M
MA
129
MCF Advisors
Kentucky
$62.7M
WTC
130
WhitTier Trust Company
Nevada
$62.3M
AWE
131
Avidian Wealth Enterprises
Texas
$61.5M
ZBNA
132
Zions Bancorporation, National Association
Utah
$61.4M
BSB
133
Bangor Savings Bank
Maine
$60.6M
CWM
134
Congress Wealth Management
Massachusetts
$60.1M
FHA
135
First Horizon Advisors
Tennessee
$59M
CA
136
Clearstead Advisors
Ohio
$58.3M
CPIG
137
Chicago Partners Investment Group
Illinois
$57.9M
Fidelity International
138
Fidelity International
Bermuda
$57.8M
VA
139
Valmark Advisers
Ohio
$56.8M
PRA
140
Pine Ridge Advisers
New York
$55.6M
WA
141
Waverly Advisors
Alabama
$55.5M
CA
142
Crewe Advisors
Utah
$54.4M
AF
143
Arrow Financial
New York
$54.2M
CFG
144
CKW Financial Group
Hawaii
$53.8M
AWM
145
Axxcess Wealth Management
California
$53.5M
CCM
146
Charter Capital Management
Wisconsin
$53.4M
WPA
147
West Paces Advisors
Georgia
$53.2M
FTWA
148
Fifth Third Wealth Advisors
Ohio
$52.7M
Squarepoint
149
Squarepoint
New York
$51.9M
MWM
150
Modera Wealth Management
New Jersey
$51.8M