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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
FWM
1626
FSA Wealth Management
Massachusetts
$648K
CWM
1627
Centurion Wealth Management
Virginia
$648K
MCWA
1628
Meadow Creek Wealth Advisors
Georgia
$647K
BWP
1629
Balboa Wealth Partners
Arizona
$645K
PW
1630
Pandora Wealth
Illinois
$644K
LFG
1631
Larson Financial Group
Missouri
$642K
JHCP
1632
Jackson Hole Capital Partners
Oklahoma
$641K
TPF
1633
Tribridge Partners Financial
Maryland
$641K
OAM
1634
Oak Asset Management
California
$639K
IIC
1635
Integrated Investment Consultants
Michigan
$638K
HWM
1636
Howard Wealth Management
Connecticut
$638K
LB
1637
Legacy Bridge
Iowa
$637K
AMM
1638
American Money Management
California
$635K
IIL
1639
Insight Inv LLC
California
$634K
RIS
1640
Richmond Investment Services
Wisconsin
$634K
HWM
1641
Horizons Wealth Management
North Carolina
$632K
GIA
1642
Guyasuta Investment Advisors
Pennsylvania
$627K
KFI
1643
Key Financial Inc
Pennsylvania
$626K
E3F
1644
Eight 31 Financial
Texas
$625K
PWMG
1645
Pinnacle Wealth Management Group
Michigan
$623K
ITIM
1646
Indiana Trust & Investment Management
Indiana
$621K
JAFL
1647
Jay A. Fishman Ltd
Michigan
$620K
WFS
1648
WealthGarden F.S.
California
$620K
AWA
1649
Alta Wealth Advisors
Massachusetts
$619K
FI
1650
Financial Insights
Washington
$619K