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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
WF
1526
Warner Financial
Maryland
$783K
CFA
1527
Camarda Financial Advisors
Florida
$773K
RC
1528
Rovin Capital
Arizona
$773K
YWS
1529
Yarger Wealth Strategies
Ohio
$771K
PWA
1530
Primoris Wealth Advisors
Florida
$771K
BCA
1531
Bay Capital Advisors
Virginia
$770K
AF
1532
Alerus Financial
North Dakota
$767K
NAS
1533
Nicolet Advisory Services
Wisconsin
$764K
SWM
1534
SFG Wealth Management
Maryland
$763K
RWM
1535
Riverchase Wealth Management
Texas
$762K
WP
1536
Westmount Partners
California
$760K
FNBSF
1537
First National Bank Sioux Falls
South Dakota
$760K
LWM
1538
Luminvest Wealth Management
Arizona
$758K
HWA
1539
Hilltop Wealth Advisors
North Carolina
$756K
PCA
1540
Prosperity Capital Advisors
Ohio
$755K
HPM
1541
Hoxton Planning & Management
West Virginia
$754K
CCM
1542
Cambridge Capital Management
Illinois
$754K
IWP
1543
Invenio Wealth Partners
Florida
$748K
WLPWM
1544
Walled Lake Planning & Wealth Management
Illinois
$745K
ECM
1545
EagleClaw Capital Management
Massachusetts
$744K
MEAC
1546
M.E. Allison & Co
Texas
$741K
AFG
1547
ABLE Financial Group
Arizona
$740K
IMC
1548
Investment Management Corporation
Virginia
$739K
PIA
1549
Powell Investment Advisors
Florida
$737K
KWS
1550
Keystone Wealth Services
California
$737K