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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 %
PS
1576
Planned Solutions
California
$680K +$1.49K +24 +0.2%
SAM
1577
Summit Asset Management
Tennessee
$680K -$3.23K -52 -0.5%
MCM
1578
Morton Capital Management
California
$679K +$292K +4,714 +76%
GTAM
1579
Global Trust Asset Management
Florida
$679K +$108K +1,735 +19%
OCM
1580
Objective Capital Management
Ohio
$677K -$83.5K -1,346 -11%
M
1581
MOTCO
Texas
$677K -$413K -6,547 -38%
BOPW
1582
Brandywine Oak Private Wealth
Pennsylvania
$677K -$45.6K -735 -6%
VFG
1583
Victory Financial Group
Texas
$677K -$204K -3,286 -23%
TWP
1584
Tyche Wealth Partners
Texas
$676K -$12.3K -198 -2%
MFC
1585
Morris Financial Concepts
South Carolina
$672K -$46.4K -748 -6%
SWM
1586
Shelton Wealth Management
Texas
$671K -$71.8K -1,158 -10%
NCM
1587
Narwhal Capital Management
Georgia
$670K -$185K -2,975 -22%
SWM
1588
SeaCrest Wealth Management
New York
$669K -$496 -8 -0.1%
NIWA
1589
New Insight Wealth Advisors
California
$667K -$11K -177 -2%
OIS
1590
Okabena Investment Services
Minnesota
$667K +$248K +3,992 +59%
KFSN
1591
Keystone Financial Services (Nebraska)
Nebraska
$666K +$3.16K +51 +0.5%
CPSC
1592
Carl P. Sherr & Co
Massachusetts
$664K
S
1593
SignatureFD
Georgia
$664K -$139K -2,246 -17%
SWA
1594
Strategies Wealth Advisors
Michigan
$664K -$1.24K -20 -0.2%
SRC
1595
Shufro Rose & Co
New York
$663K
NRG
1596
Nemes Rush Group
Michigan
$662K -$267K -4,306 -29%
WAM
1597
Weatherly Asset Management
California
$662K
SIA
1598
SGL Investment Advisors
Montana
$660K +$44.6K +704 +7%
CWA
1599
Canvas Wealth Advisors
Kansas
$660K +$9.31K +145 +1%
CCA
1600
Checchi Capital Advisers
California
$660K