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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
BCA
1501
Bay Colony Advisors
Massachusetts
$832K
SEEDPG
1502
S.E.E.D. Planning Group
New York
$831K
CL
1503
CLG LLC
California
$825K
GEA
1504
Glen Eagle Advisors
New Jersey
$825K
LWANC
1505
Laurel Wealth Advisors (North Carolina)
North Carolina
$823K
POIA
1506
Pin Oak Investment Advisors
Texas
$820K
SP
1507
Stonebrook Private
Michigan
$817K
UFA
1508
Uptown Financial Advisors
Texas
$813K
PSF
1509
Pacific Sun Financial
California
$809K
ZIC
1510
ZWJ Investment Counsel
Georgia
$807K
CCMG
1511
Clark Capital Management Group
Pennsylvania
$805K
RSS
1512
Rosenblum Silverman Sutton
California
$804K
SAM
1513
Seelaus Asset Management
New Jersey
$802K
QWP
1514
Quotient Wealth Partners
Texas
$800K
BWAM
1515
Boyd Watterson Asset Management
Ohio
$798K
MFT
1516
Moisand Fitzgerald Tamayo
Florida
$797K
PMFA
1517
Plante Moran Financial Advisors
Michigan
$794K
IWB
1518
Innovative Wealth Building
Maryland
$793K
PS
1519
Pinney & Scofield
Massachusetts
$793K
O3W
1520
Omni 360 Wealth
New Jersey
$791K
SFP
1521
Shepherd Financial Partners
Massachusetts
$789K
NG
1522
NWK Group
California
$789K
SCA
1523
Sage Capital Advisors
South Dakota
$787K
AIM
1524
Advyzon Investment Management
Illinois
$784K
CBT
1525
Crews Bank & Trust
Florida
$784K