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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
Invesco
1476
Invesco
Georgia
$869K
HCMT
1477
Highland Capital Management (Tennessee)
Tennessee
$867K
PA
1478
PSI Advisors
Florida
$866K
MLL
1479
Moody Lynn & Lieberson
Massachusetts
$865K
NB
1480
Nicolet Bankshares
Wisconsin
$863K
SFG
1481
Sovereign Financial Group
Connecticut
$860K
TPW
1482
Talon Private Wealth
Florida
$860K
CAWM
1483
Capital Advisors Wealth Management
Washington
$857K
SHFA
1484
SC&H Financial Advisors
Maryland
$856K
CCG
1485
Chatham Capital Group
Georgia
$854K
NSIM
1486
North Star Investment Management
Illinois
$852K
NLP
1487
Next Level Private
New York
$851K
MFGM
1488
Marshall Financial Group (Maryland)
Maryland
$851K
CAG
1489
Csenge Advisory Group
Florida
$851K
CMP
1490
Courage Miller Partners
Virginia
$850K
CPC
1491
Consolidated Planning Corp
Georgia
$850K
PWS
1492
Proactive Wealth Strategies
Georgia
$849K
BCM
1493
Brookmont Capital Management
Texas
$849K
CHAM
1494
Clear Harbor Asset Management
Connecticut
$849K
BCM
1495
Becker Capital Management
Oregon
$845K
CPA
1496
Cathy Pareto & Associates
Florida
$845K
TCM
1497
Traub Capital Management
Massachusetts
$843K
HBWM
1498
Hollow Brook Wealth Management
New York
$841K
SC
1499
Saiph Capital
New Jersey
$840K
CCA
1500
Conservest Capital Advisors
Pennsylvania
$839K