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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
SSWM
1801
Smith Salley Wealth Management
North Carolina
$457K
WAM
1802
WNY Asset Management
New York
$457K
SEM
1803
Strategic Equity Management
Arizona
$456K
BTI
1804
Blue Trust Inc
Georgia
$456K
LOPW
1805
Live Oak Private Wealth
North Carolina
$456K
VCM
1806
Vivaldi Capital Management
Illinois
$455K
RDWM
1807
Red Door Wealth Management
Tennessee
$453K
WIP
1808
WealthCare Investment Partners
Rhode Island
$453K
MIAS
1809
Mason Investment Advisory Services
Virginia
$452K
PAM
1810
Peak Asset Management
Colorado
$451K
IWP
1811
IAG Wealth Partners
Wisconsin
$451K
BDF
1812
Black Diamond Financial
Maryland
$448K
CFGW
1813
Chancellor Financial Group WB
Pennsylvania
$448K
MSWM
1814
Mowery & Schoenfeld Wealth Management
Illinois
$447K
GSF
1815
Grove Street Fiduciary
New Hampshire
$447K
PTP
1816
Platform Technology Partners
New York
$445K
DP
1817
DDD Partners
Washington
$443K
MPCL
1818
My Personal CFO LLC
Washington
$443K
VIPI
1819
Vista Investment Partners II
Indiana
$442K
HT
1820
Heritage Trust
Oklahoma
$442K
NLWP
1821
Next Level Wealth Planning
Idaho
$442K
ACM
1822
Ardent Capital Management
Ohio
$442K
AWM
1823
Aries Wealth Management
Maine
$439K
CP
1824
Capital Planning
Washington
$438K
CA
1825
CapWealth Advisors
Tennessee
$438K