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iShares Core S&P Mid-Cap ETF

2,388 hedge funds and large institutions have $75.3B invested in iShares Core S&P Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 949 increasing their positions, 982 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,388
Holders Change
-3
Holders Change %
-0.13%
% of All Funds
32%
Holding in Top 10
354
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-2.75%
% of All Funds
4.74%
New
135
Increased
949
Reduced
982
Closed
89
Calls
$39.1M
Puts
$6.8M
Net Calls
+$32.3M
Net Calls Change
+$8.32M
Name Holding Trade Value Shares
Change
Shares
Change %
EF
1876
Envision Financial
Wisconsin
$380K +$62 +1 +0%
AL
1877
ADE LLC
Maryland
$379K +$620 +10 +0.2%
AA
1878
Auxano Advisors
Washington
$378K +$3.23K +52 +0.9%
ESBC
1879
E.S. Barr & Co
Kentucky
$377K
LJAC
1880
L.J. Altfest & Co
New York
$376K -$95.2K -1,535 -20%
SIMG
1881
Sonora Investment Management Group
Arizona
$376K -$24.1K -388 -6%
FCM
1882
Fortis Capital Management
Washington
$374K +$136K +2,190 +57%
LFA
1883
Legacy Financial Advisors
Kentucky
$374K -$106K -1,712 -22%
ICM
1884
IMS Capital Management
Oregon
$373K
FA
1885
Fountainhead AM
New Jersey
$373K -$9.98K -161 -3%
PSA
1886
Plum Street Advisors
Louisiana
$372K
SWM
1887
Selective Wealth Management
Virginia
$371K -$1.15K -18 -0.3%
BAM
1888
BOS Asset Management
Illinois
$371K
BWMG
1889
Barnes Wealth Management Group
California
$370K -$134K -2,166 -27%
FP
1890
Financial Perspectives
Minnesota
$369K +$20.7K +334 +6%
NAS
1891
NWF Advisory Services
California
$369K -$12K -193 -3%
AWAG
1892
ARS Wealth Advisors Group
Florida
$369K -$4.09K -66 -1%
WAL
1893
W Advisors LLC
Tennessee
$368K
FGG
1894
Financial Guidance Group
Florida
$367K -$15.5K -250 -4%
LA
1895
LexAurum Advisors
Kansas
$367K -$5.15K -83 -1%
EDRH
1896
Edmond de Rothschild Holding
Switzerland
$367K -$58.8K -948 -14%
FA
1897
Faithward Advisors
Pennsylvania
$366K -$1.24K -20 -0.3%
JC
1898
Jentner Corp
Ohio
$366K
MSG
1899
Main Street Group
Virginia
$366K +$6.57K +106 +2%
OPCM
1900
Osborne Partners Capital Management
California
$365K