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iShares Core S&P Mid-Cap ETF

2,388 hedge funds and large institutions have $75.3B invested in iShares Core S&P Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 949 increasing their positions, 982 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,388
Holders Change
-3
Holders Change %
-0.13%
% of All Funds
32%
Holding in Top 10
354
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-2.75%
% of All Funds
4.74%
New
135
Increased
949
Reduced
982
Closed
89
Calls
$39.1M
Puts
$6.8M
Net Calls
+$32.3M
Net Calls Change
+$8.32M
Name Holding Trade Value Shares
Change
Shares
Change %
WC
1551
Waterloo Capital
Texas
$711K -$11.7K -188 -2%
HP
1552
Holistic Planning
Texas
$711K +$55.3K +891 +8%
IIC
1553
Ironwood Investment Counsel
Arizona
$710K +$25.1K +405 +4%
EB
1554
Emprise Bank
Kansas
$709K -$12.4K -200 -2%
SC
1555
Slow Capital
California
$707K
TFA
1556
Tranquilli Financial Advisor
New Jersey
$707K -$896K -14,453 -56%
KL
1557
KWMG LLC
Kansas
$704K
ST
1558
Somerset Trust
Pennsylvania
$700K -$25.2K -406 -3%
NCM
1559
Northwest Capital Management
Oregon
$695K -$33.5K -540 -5%
GWM
1560
Graybill Wealth Management
Illinois
$693K -$3.47K -56 -0.5%
PCH
1561
PGIM Custom Harvest
New Jersey
$693K +$12.4K +200 +2%
SVWAG
1562
Sound View Wealth Advisors Group
Georgia
$692K +$39.9K +644 +6%
WFA
1563
Wells Financial Advisors
Massachusetts
$692K -$204K -3,295 -23%
TI
1564
Truepoint Inc
Ohio
$692K -$138K -2,230 -17%
RFP
1565
Root Financial Partners
California
$692K +$27.2K +439 +4%
CCP
1566
Clarkston Capital Partners
Michigan
$690K
CCA
1567
Childress Capital Advisors
Texas
$687K +$687K +11,081 New
SC
1568
Stephens Consulting
Michigan
$686K -$62 -1 -0%
FPWM
1569
FSB Premier Wealth Management
Iowa
$686K +$43.1K +695 +7%
KOC
1570
Koss-Olinger Consulting
Florida
$685K -$137K -2,216 -17%
OPWM
1571
Oakwell Private Wealth Management
Texas
$683K -$67.6K -1,090 -9%
JWCA
1572
J.W. Coons Advisors
Ohio
$683K +$248 +4 +0%
ATC
1573
Adirondack Trust Company
New York
$683K -$10.5K -170 -2%
MSA
1574
Marathon Strategic Advisors
Pennsylvania
$683K
CCA
1575
Clarity Capital Advisors
Florida
$681K