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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
BIG
1826
Brookwood Investment Group
Arizona
$432K
PWP
1827
Phillips Wealth Planners
Mississippi
$432K
DFG
1828
Dynamic Financial Group
Iowa
$429K
WG
1829
Welch Group
Alabama
$428K
XT
1830
XTX Topco
Cayman Islands
$426K
TT
1831
TI-Trust
Illinois
$425K
DWM
1832
Defined Wealth Management
Oregon
$421K
MHWM
1833
Montz Harcus Wealth Management
Louisiana
$420K
MCCA
1834
Mill Creek Capital Advisors
Pennsylvania
$420K
RFA
1835
Rollins Financial Advisors
New York
$420K
CFAM
1836
Center For Asset Management
Florida
$419K
MCM
1837
Mainstream Capital Management
California
$418K
VAF
1838
Values Added Financial
District of Columbia
$418K
MPW
1839
MGO Private Wealth
California
$417K
CWM
1840
Collaborative Wealth Management
Florida
$416K
JC
1841
JB Capital
Connecticut
$415K
CPA
1842
Clear Point Advisors
New York
$413K
MAM
1843
Mystic Asset Management
Rhode Island
$412K
PAA
1844
Peregrine Asset Advisers
Oregon
$412K
RCM
1845
Radnor Capital Management
Pennsylvania
$410K
OBWG
1846
Onyx Bridge Wealth Group
New York
$408K
SA
1847
Sovran Advisors
California
$408K
BWM
1848
BCGM Wealth Management
Indiana
$408K
JLBC
1849
J.L. Bainbridge & Co
Florida
$408K
FWI
1850
Facet Wealth Inc
Maryland
$407K