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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
LA
1776
LVW Advisors
New York
$485K
SEP
1777
Southland Equity Partners
Missouri
$485K
LSA
1778
Lion Street Advisors
Texas
$485K
TWA
1779
TCI Wealth Advisors
Arizona
$484K
PIA
1780
Panoramic Investment Advisors
Colorado
$483K
HWM
1781
Hohimer Wealth Management
Washington
$482K
EHC
1782
Everett Harris & Co
California
$481K
DMC
1783
Drexel Morgan & Co
Pennsylvania
$481K
FI
1784
FWG Investments
Kentucky
$479K
SAM
1785
SP Asset Management
California
$479K
ME
1786
McIlrath & Eck
Washington
$478K
CA
1787
Carson Advisory
Georgia
$477K
WMA
1788
Wealth Management Associates
New Jersey
$475K
PWM
1789
Paulson Wealth Management
Illinois
$472K
SAM
1790
Sawgrass Asset Management
Florida
$472K
QP
1791
Quartz Partners
New York
$471K
LWCFA
1792
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$469K
APW
1793
Austin Private Wealth
Texas
$467K
FA
1794
Fermata Advisors
California
$467K
PB
1795
Prime Buchholz
New Hampshire
$467K
AG
1796
AmeriFlex Group
Nevada
$466K
EFG
1797
Elios Financial Group
Ohio
$461K
HBW
1798
Hazlett, Burt & Watson
West Virginia
$459K
WCM
1799
Wealthcare Capital Management
Virginia
$458K
GWM
1800
Gibbs Wealth Management
Georgia
$457K