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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
PWAM
151
Private Wealth Asset Management
Iowa
$51.3M
RCIM
152
Red Cedar Investment Management
Michigan
$51M
MW
153
MBL Wealth
North Carolina
$50.9M
KAS
154
Kestra Advisory Services
Texas
$50.5M
T
155
TrueFG
Texas
$49.9M
HSBC Holdings
156
HSBC Holdings
United Kingdom
$49.5M
TD Asset Management
157
TD Asset Management
Ontario, Canada
$49.5M
MPWT
158
MassMutual Private Wealth & Trust
Connecticut
$49.2M
MFG
159
Magnus Financial Group
New York
$49.2M
FBFS
160
First Business Financial Services
Wisconsin
$49M
JFA
161
JNBA Financial Advisors
Minnesota
$48.8M
CAAS
162
Capital Asset Advisory Services
Michigan
$48.7M
AT
163
American Trust
Kentucky
$48.5M
GBT
164
Grove Bank & Trust
Florida
$48.4M
PFM
165
Phillips Financial Management
Indiana
$48.4M
BCWM
166
Bartlett & Co Wealth Management
Ohio
$47.8M
TC
167
Trilogy Capital
California
$47.4M
W
168
Wealthquest
Ohio
$47.3M
HW
169
Hancock Whitney
Mississippi
$46.9M
AWM
170
Apollon Wealth Management
South Carolina
$45.4M
MIA
171
MainStreet Investment Advisors
Illinois
$45M
BOS
172
Bank of Stockton
California
$44.9M
Carson Wealth (CWM LLC)
173
Carson Wealth (CWM LLC)
Nebraska
$44.4M
FWA
174
FORM Wealth Advisors
Wisconsin
$44M
PGA
175
Portland Global Advisors
Maine
$43.9M