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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
TF
1876
Trek Financial
Arizona
$397K
FM
1877
Foster & Motley
Ohio
$397K
PWM
1878
Prosperity Wealth Management
California
$397K
MAWA
1879
Moss Adams Wealth Advisors
Washington
$395K
MHIC
1880
Marble Harbor Investment Counsel
Massachusetts
$393K
AWM
1881
Abound Wealth Management
Tennessee
$392K
AIC
1882
Archer Investment Corporation
Indiana
$391K
JPMIA
1883
J.P. Marvel Investment Advisors
Massachusetts
$390K
PWP
1884
Perfromance Wealth Partners
Illinois
$389K
LWM
1885
Latko Wealth Management
Illinois
$388K
FFWA
1886
Forthright Family Wealth Advisory
Texas
$386K
PIA
1887
Pollock Investment Advisors
Michigan
$383K
GWA
1888
Gratus Wealth Advisors
Virginia
$383K
RFG
1889
Range Financial Group
Oregon
$383K
FB
1890
First Bancorp
Maine
$382K
HIP
1891
HUB Investment Partners
Texas
$382K
HT
1892
Headlands Technologies
Illinois
$382K
FFM
1893
Forum Financial Management
Illinois
$381K
LA
1894
Latitude Advisors
Florida
$381K
GWSG
1895
GPS Wealth Strategies Group
Colorado
$380K
EF
1896
Envision Financial
Wisconsin
$380K
AL
1897
ADE LLC
Maryland
$379K
AA
1898
Auxano Advisors
Washington
$378K
ESBC
1899
E.S. Barr & Co
Kentucky
$377K
LJAC
1900
L.J. Altfest & Co
New York
$376K