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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
RBC
1651
Romano Brothers & Co
Illinois
$618K
WJWM
1652
Williams Jones Wealth Management
New York
$617K
TF
1653
TME Financial
California
$616K
OCG
1654
Opus Capital Group
Ohio
$614K
ACP
1655
Aviance Capital Partners
Florida
$613K
EL
1656
EQ LLC
Washington
$611K
BI
1657
Ballast Inc
Kentucky
$611K
GWP
1658
Gen-Wealth Partners
Michigan
$610K
GFPC
1659
Global Financial Private Client
Florida
$610K
PAG
1660
Paladin Advisory Group
Iowa
$608K
WAG
1661
Wallace Advisory Group
California
$607K
UAG
1662
United Advisor Group
Ohio
$606K
WQ
1663
Wealth Quarterback
New Jersey
$605K
FNB
1664
Farmers National Bank
Kentucky
$601K
AIM
1665
Athena Investment Management
California
$598K
WWA
1666
Wingate Wealth Advisors
Massachusetts
$589K
LA
1667
LM Advisors
California
$586K
FWP
1668
Falcon Wealth Planning
California
$586K
NG
1669
Norden Group
Utah
$585K
MCM
1670
McRae Capital Management
New Jersey
$584K
PWP
1671
Private Wealth Partners
California
$583K
WPP
1672
Whalerock Point Partners
Rhode Island
$583K
BST
1673
Bath Savings Trust
Maine
$582K
GKWIM
1674
Gerber Kawasaki Wealth & Investment Management
California
$581K
First Trust Advisors
1675
First Trust Advisors
Illinois
$580K