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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
JHC
1751
J. Hagan Capital
Kentucky
$511K
ES
1752
Eagle Strategies
New York
$511K
SCP
1753
Stevens Capital Partners
Nebraska
$510K
KFA
1754
Kelleher Financial Advisors
New York
$510K
LAM
1755
Lewis Asset Management
California
$509K
ONST
1756
Old North State Trust
North Carolina
$507K
WHCFA
1757
William Howard & Co Financial Advisors
Tennessee
$505K
RC
1758
Roundview Capital
New Jersey
$504K
HFA
1759
High Falls Advisors
New York
$504K
CCM
1760
Collar Capital Management
Wisconsin
$504K
CWP
1761
CFM Wealth Partners
Texas
$503K
SFP
1762
Strategic Financial Partners
Oregon
$503K
BWP
1763
Burling Wealth Partners
Illinois
$503K
APW
1764
Aurora Private Wealth
New Jersey
$503K
WEG
1765
World Equity Group
Illinois
$502K
FNBTCON
1766
First National Bank & Trust Co of Newtown
Pennsylvania
$498K
AAM
1767
Augustine Asset Management
Florida
$497K
KA
1768
Kovack Advisors
Florida
$496K
HFS
1769
Haverford Financial Services
Pennsylvania
$496K
GSIS
1770
Global Strategic Investment Solutions
Arizona
$496K
MCA
1771
Martin Capital Advisors
Texas
$495K
BIG
1772
Brooklyn Investment Group
New York
$494K
AWM
1773
Accredited Wealth Management
Kentucky
$492K
PA
1774
Procyon Advisors
Connecticut
$492K
SFO
1775
Stokes Family Office
Louisiana
$487K