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iShares Core S&P Mid-Cap ETF

2,404 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 139 funds opening new positions, 956 increasing their positions, 986 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 funds holding

Funds holding:

0.36% more ownership

Funds ownership: 78.95%79.31% (+0.36%)

3% less repeat investments, than reductions

Existing positions increased: 956 | Existing positions reduced: 986

2% less funds holding in top 10

Funds holding in top 10: 365357 (-8)

Holders
2,404
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
SAM
1776
SP Asset Management
California
$479K
ME
1777
McIlrath & Eck
Washington
$478K
CA
1778
Carson Advisory
Georgia
$477K
WMA
1779
Wealth Management Associates
New Jersey
$475K
PWM
1780
Paulson Wealth Management
Illinois
$472K
SAM
1781
Sawgrass Asset Management
Florida
$472K
QP
1782
Quartz Partners
New York
$471K
LWCFA
1783
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$469K
APW
1784
Austin Private Wealth
Texas
$467K
FA
1785
Fermata Advisors
California
$467K
PB
1786
Prime Buchholz
New Hampshire
$467K
AG
1787
AmeriFlex Group
Nevada
$466K
EFG
1788
Elios Financial Group
Ohio
$461K
HBW
1789
Hazlett, Burt & Watson
West Virginia
$459K
WCM
1790
Wealthcare Capital Management
Virginia
$458K
GWM
1791
Gibbs Wealth Management
Georgia
$457K
SSWM
1792
Smith Salley Wealth Management
North Carolina
$457K
WAM
1793
WNY Asset Management
New York
$457K
SEM
1794
Strategic Equity Management
Arizona
$456K
BTI
1795
Blue Trust Inc
Georgia
$456K
LOPW
1796
Live Oak Private Wealth
North Carolina
$456K
VCM
1797
Vivaldi Capital Management
Illinois
$455K
RDWM
1798
Red Door Wealth Management
Tennessee
$453K
WIP
1799
WealthCare Investment Partners
Rhode Island
$453K
MIAS
1800
Mason Investment Advisory Services
Virginia
$452K