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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
NCM
1601
Narwhal Capital Management
Georgia
$670K
SWM
1602
SeaCrest Wealth Management
New York
$669K
NIWA
1603
New Insight Wealth Advisors
California
$667K
OIS
1604
Okabena Investment Services
Minnesota
$667K
KFSN
1605
Keystone Financial Services (Nebraska)
Nebraska
$666K
CPSC
1606
Carl P. Sherr & Co
Massachusetts
$664K
S
1607
SignatureFD
Georgia
$664K
SWA
1608
Strategies Wealth Advisors
Michigan
$664K
SRC
1609
Shufro Rose & Co
New York
$663K
NRG
1610
Nemes Rush Group
Michigan
$662K
WAM
1611
Weatherly Asset Management
California
$662K
SIA
1612
SGL Investment Advisors
Montana
$660K
CWA
1613
Canvas Wealth Advisors
Kansas
$660K
CCA
1614
Checchi Capital Advisers
California
$660K
HWA
1615
HHM Wealth Advisors
Tennessee
$659K
BWL
1616
Bogart Wealth LLC
Virginia
$658K
Legacy Financial Group (Iowa)
1617
Legacy Financial Group (Iowa)
Iowa
$657K
EFN
1618
Equita Financial Network
Pennsylvania
$657K
DE
1619
Diversified Enterprises
Delaware
$653K
ERWM
1620
Elk River Wealth Management
Colorado
$651K
FFP
1621
FourThought Financial Partners
Florida
$651K
DI
1622
DAGCO Inc
Ohio
$650K
BWM
1623
BCS Wealth Management
Tennessee
$650K
CWM
1624
Crowley Wealth Management
Delaware
$650K
FVWA
1625
Foster Victor Wealth Advisors
South Carolina
$648K