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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 %
RIS
1626
Richmond Investment Services
Wisconsin
$634K +$318K +5,127 +101%
HWM
1627
Horizons Wealth Management
North Carolina
$632K -$104K -1,673 -14%
GIA
1628
Guyasuta Investment Advisors
Pennsylvania
$627K +$15.4K +248 +3%
KFI
1629
Key Financial Inc
Pennsylvania
$626K -$39.4K -635 -6%
E3F
1630
Eight 31 Financial
Texas
$625K +$2.11K +34 +0.3%
PWMG
1631
Pinnacle Wealth Management Group
Michigan
$623K +$23.4K +377 +4%
ITIM
1632
Indiana Trust & Investment Management
Indiana
$621K -$2.61K -42 -0.4%
JAFL
1633
Jay A. Fishman Ltd
Michigan
$620K -$124K -2,000 -17%
WFS
1634
WealthGarden F.S.
California
$620K -$198K -3,141 -24%
AWA
1635
Alta Wealth Advisors
Massachusetts
$619K +$9.18K +148 +2%
FI
1636
Financial Insights
Washington
$619K -$126K -2,030 -17%
RBC
1637
Romano Brothers & Co
Illinois
$618K -$11.3K -182 -2%
WJWM
1638
Williams Jones Wealth Management
New York
$617K -$35.7K -575 -5%
TF
1639
TME Financial
California
$616K +$27.4K +441 +5%
OCG
1640
Opus Capital Group
Ohio
$614K -$44.8K -723 -7%
ACP
1641
Aviance Capital Partners
Florida
$613K
EL
1642
EQ LLC
Washington
$611K
GWP
1643
Gen-Wealth Partners
Michigan
$610K
GFPC
1644
Global Financial Private Client
Florida
$610K +$235K +3,795 +63%
PAG
1645
Paladin Advisory Group
Iowa
$608K -$9.3K -150 -2%
WAG
1646
Wallace Advisory Group
California
$607K
UAG
1647
United Advisor Group
Ohio
$606K +$248 +4 +0%
WQ
1648
Wealth Quarterback
New Jersey
$605K -$502K -8,091 -45%
FNB
1649
Farmers National Bank
Kentucky
$601K -$3.1K -50 -0.5%
AIM
1650
Athena Investment Management
California
$598K