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iShares Core S&P Mid-Cap ETF

2,386 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, 980 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,386
Holders Change
-6
Holders Change %
-0.25%
% 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
4.75%
New
135
Increased
949
Reduced
980
Closed
90
Calls
$39.1M
Puts
$6.8M
Net Calls
+$32.3M
Net Calls Change
+$8.32M
Name Holding Trade Value Shares
Change
Shares
Change %
MW
151
MBL Wealth
North Carolina
$50.9M +$2.93M +47,229 +6%
KAS
152
Kestra Advisory Services
Texas
$50.5M -$8.58M -138,412 -15%
T
153
TrueFG
Texas
$49.9M +$1.38M +22,245 +3%
HSBC Holdings
154
HSBC Holdings
United Kingdom
$49.5M +$95.6K +1,542 +0.2%
TD Asset Management
155
TD Asset Management
Ontario, Canada
$49.5M -$3.39M -54,594 -6%
MPWT
156
MassMutual Private Wealth & Trust
Connecticut
$49.2M -$2.16M -34,814 -4%
MFG
157
Magnus Financial Group
New York
$49.2M +$1.13M +18,265 +2%
FBFS
158
First Business Financial Services
Wisconsin
$49M -$210K -3,383 -0.4%
JFA
159
JNBA Financial Advisors
Minnesota
$48.8M -$447K -7,206 -0.9%
CAAS
160
Capital Asset Advisory Services
Michigan
$48.7M +$5.77M +91,821 +13%
AT
161
American Trust
Kentucky
$48.5M +$1.12M +18,062 +2%
GBT
162
Grove Bank & Trust
Florida
$48.4M +$1.29M +20,846 +3%
PFM
163
Phillips Financial Management
Indiana
$48.4M -$549K -8,857 -1%
BCWM
164
Bartlett & Co Wealth Management
Ohio
$47.8M +$7.22M +116,482 +18%
TC
165
Trilogy Capital
California
$47.4M +$3.08M +49,710 +7%
W
166
Wealthquest
Ohio
$47.3M +$2.17M +34,995 +5%
HW
167
Hancock Whitney
Mississippi
$46.9M +$4.37M +70,459 +10%
AWM
168
Apollon Wealth Management
South Carolina
$45.4M +$2.67M +43,068 +6%
MIA
169
MainStreet Investment Advisors
Illinois
$45M -$2.11M -34,025 -4%
BOS
170
Bank of Stockton
California
$44.9M -$106K -1,715 -0.2%
Carson Wealth (CWM LLC)
171
Carson Wealth (CWM LLC)
Nebraska
$44.4M -$18.1M -291,537 -29%
FWA
172
FORM Wealth Advisors
Wisconsin
$44M +$4.38M +70,608 +11%
PGA
173
Portland Global Advisors
Maine
$43.9M +$95.1K +1,533 +0.2%
RCA
174
Resonant Capital Advisors
Wisconsin
$43.2M +$443K +7,149 +1%
JWA
175
JFS Wealth Advisors
Pennsylvania
$43.1M -$195K -3,137 -0.4%