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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
AW
1826
Avion Wealth
Texas
$437K
GWM
1827
Greenhouse Wealth Management
Connecticut
$436K
FMI
1828
F/M Investments
District of Columbia
$436K
JPWM
1829
Jamison Private Wealth Management
Georgia
$435K
JSL
1830
JT Stratford LLC
Georgia
$435K
JSAM
1831
J. Safra Asset Management
New York
$435K
MAC
1832
Mason & Associates (California)
California
$433K
BA
1833
Bridgewater Advisors
New York
$433K
TWM
1834
Tradition Wealth Management
Minnesota
$432K
BIG
1835
Brookwood Investment Group
Arizona
$432K
PWP
1836
Phillips Wealth Planners
Mississippi
$432K
DFG
1837
Dynamic Financial Group
Iowa
$429K
WG
1838
Welch Group
Alabama
$428K
XT
1839
XTX Topco
Cayman Islands
$426K
TT
1840
TI-Trust
Illinois
$425K
DWM
1841
Defined Wealth Management
Oregon
$421K
MHWM
1842
Montz Harcus Wealth Management
Louisiana
$420K
MCCA
1843
Mill Creek Capital Advisors
Pennsylvania
$420K
RFA
1844
Rollins Financial Advisors
New York
$420K
CFAM
1845
Center For Asset Management
Florida
$419K
MCM
1846
Mainstream Capital Management
California
$418K
VAF
1847
Values Added Financial
District of Columbia
$418K
MPW
1848
MGO Private Wealth
California
$417K
CWM
1849
Collaborative Wealth Management
Florida
$416K
JC
1850
JB Capital
Connecticut
$415K