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iShares Core S&P Mid-Cap ETF

2,398 hedge funds and large institutions have $75.4B invested in iShares Core S&P Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 138 funds opening new positions, 954 increasing their positions, 983 reducing their positions, and 89 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 ownership

Funds ownership:

0% more funds holding

Funds holding: 2,3942,398 (+4)

3% less repeat investments, than reductions

Existing positions increased: 954 | Existing positions reduced: 983

2% less funds holding in top 10

Funds holding in top 10: 365357 (-8)

Holders
2,398
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
357
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
MW
151
MBL Wealth
North Carolina
$50.9M
KAS
152
Kestra Advisory Services
Texas
$50.5M
T
153
TrueFG
Texas
$49.9M
HSBC Holdings
154
HSBC Holdings
United Kingdom
$49.5M
TD Asset Management
155
TD Asset Management
Ontario, Canada
$49.5M
MPWT
156
MassMutual Private Wealth & Trust
Connecticut
$49.2M
MFG
157
Magnus Financial Group
New York
$49.2M
FBFS
158
First Business Financial Services
Wisconsin
$49M
JFA
159
JNBA Financial Advisors
Minnesota
$48.8M
CAAS
160
Capital Asset Advisory Services
Michigan
$48.7M
AT
161
American Trust
Kentucky
$48.5M
GBT
162
Grove Bank & Trust
Florida
$48.4M
PFM
163
Phillips Financial Management
Indiana
$48.4M
BCWM
164
Bartlett & Co Wealth Management
Ohio
$47.8M
TC
165
Trilogy Capital
California
$47.4M
W
166
Wealthquest
Ohio
$47.3M
HW
167
Hancock Whitney
Mississippi
$46.9M
AWM
168
Apollon Wealth Management
South Carolina
$45.4M
MIA
169
MainStreet Investment Advisors
Illinois
$45M
BOS
170
Bank of Stockton
California
$44.9M
Carson Wealth (CWM LLC)
171
Carson Wealth (CWM LLC)
Nebraska
$44.4M
FWA
172
FORM Wealth Advisors
Wisconsin
$44M
PGA
173
Portland Global Advisors
Maine
$43.9M
RCA
174
Resonant Capital Advisors
Wisconsin
$43.2M
JWA
175
JFS Wealth Advisors
Pennsylvania
$43.1M