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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
CPA
1851
Clear Point Advisors
New York
$413K
MAM
1852
Mystic Asset Management
Rhode Island
$412K
PAA
1853
Peregrine Asset Advisers
Oregon
$412K
RCM
1854
Radnor Capital Management
Pennsylvania
$410K
OBWG
1855
Onyx Bridge Wealth Group
New York
$408K
SA
1856
Sovran Advisors
California
$408K
BWM
1857
BCGM Wealth Management
Indiana
$408K
JLBC
1858
J.L. Bainbridge & Co
Florida
$408K
FWI
1859
Facet Wealth Inc
Maryland
$407K
ADL
1860
Asset Dedication LLC
California
$407K
OWMIAS
1861
One Wealth Management Investment & Advisory Services
Florida
$407K
DWM
1862
Dopkins Wealth Management
New York
$405K
KPP
1863
Kings Path Partners
Texas
$405K
GM
1864
GeoWealth Management
Illinois
$403K
AFAS
1865
Acorn Financial Advisory Services
Virginia
$402K
FLP
1866
Financial Life Planners
Arizona
$400K
PCS
1867
Private Client Services
Kentucky
$400K
NCFG
1868
New Century Financial Group
New Jersey
$400K
RE
1869
Rydar Equities
Texas
$399K
MTC
1870
McDaniel Terry & Co
Texas
$399K
ML
1871
McAdam LLC
Pennsylvania
$399K
MFP
1872
Meridian Financial Partners
Virginia
$399K
SFG
1873
Sunburst Financial Group
Alabama
$399K
PAM
1874
Prodigy Asset Management
Nebraska
$398K
BCP
1875
Berkeley Capital Partners
Georgia
$398K