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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
SVWAG
1576
Sound View Wealth Advisors Group
Georgia
$692K
WFA
1577
Wells Financial Advisors
Massachusetts
$692K
TI
1578
Truepoint Inc
Ohio
$692K
RFP
1579
Root Financial Partners
California
$692K
CCP
1580
Clarkston Capital Partners
Michigan
$690K
CCA
1581
Childress Capital Advisors
Texas
$687K
SC
1582
Stephens Consulting
Michigan
$686K
FPWM
1583
FSB Premier Wealth Management
Iowa
$686K
KOC
1584
Koss-Olinger Consulting
Florida
$685K
OPWM
1585
Oakwell Private Wealth Management
Texas
$683K
JWCA
1586
J.W. Coons Advisors
Ohio
$683K
ATC
1587
Adirondack Trust Company
New York
$683K
MSA
1588
Marathon Strategic Advisors
Pennsylvania
$683K
CCA
1589
Clarity Capital Advisors
Florida
$681K
PS
1590
Planned Solutions
California
$680K
SAM
1591
Summit Asset Management
Tennessee
$680K
MCM
1592
Morton Capital Management
California
$679K
GTAM
1593
Global Trust Asset Management
Florida
$679K
OCM
1594
Objective Capital Management
Ohio
$677K
M
1595
MOTCO
Texas
$677K
BOPW
1596
Brandywine Oak Private Wealth
Pennsylvania
$677K
VFG
1597
Victory Financial Group
Texas
$677K
TWP
1598
Tyche Wealth Partners
Texas
$676K
MFC
1599
Morris Financial Concepts
South Carolina
$672K
SWM
1600
Shelton Wealth Management
Texas
$671K