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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
MWM
1551
Maltin Wealth Management
New Jersey
$737K
CPA
1552
Cardiff Park Advisors
California
$734K
CWM
1553
Centricity Wealth Management
Ohio
$732K
SHA
1554
Seneca House Advisors
Virginia
$730K
Massachusetts Financial Services
1555
Massachusetts Financial Services
Massachusetts
$729K
ClearBridge Investments
1556
ClearBridge Investments
New York
$729K
BWM
1557
BKM Wealth Management
Wisconsin
$728K
SLG
1558
Stanley-Laman Group
Pennsylvania
$726K
IPW
1559
Intergy Private Wealth
Colorado
$725K
CPBTD
1560
Central Pacific Bank - Trust Division
Hawaii
$715K
TFP
1561
Tilia Fiduciary Partners
North Carolina
$713K
TTWM
1562
TCV Trust & Wealth Management
Virginia
$713K
UB
1563
Umpqua Bank
Oregon
$713K
BFA
1564
Bragg Financial Advisors
North Carolina
$713K
WC
1565
Waterloo Capital
Texas
$711K
HP
1566
Holistic Planning
Texas
$711K
IIC
1567
Ironwood Investment Counsel
Arizona
$710K
EB
1568
Emprise Bank
Kansas
$709K
SC
1569
Slow Capital
California
$707K
TFA
1570
Tranquilli Financial Advisor
New Jersey
$707K
KL
1571
KWMG LLC
Kansas
$704K
ST
1572
Somerset Trust
Pennsylvania
$700K
NCM
1573
Northwest Capital Management
Oregon
$695K
GWM
1574
Graybill Wealth Management
Illinois
$693K
PCH
1575
PGIM Custom Harvest
New Jersey
$693K