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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 %
PCM
1901
Princeton Capital Management
New Jersey
$365K
MMPW
1902
Mitchell McLeod Pugh & Williams
Alabama
$365K +$10.2K +165 +3%
SIM
1903
Synergy Investment Management
Florida
$365K +$186 +3 +0.1%
VCAM
1904
Van Cleef Asset Management
Ohio
$363K
FF
1905
Fox Financial
Pennsylvania
$362K
BW
1906
BIP Wealth
Georgia
$362K -$70.5K -1,137 -16%
SAW
1907
Signal Advisors Wealth
Michigan
$361K +$24.7K +398 +7%
KWM
1908
Keebeck Wealth Management
Illinois
$360K -$63.3K -1,020 -15%
HFRG
1909
Houlihan Financial Resource Group
Virginia
$360K
BWP
1910
Bernardo Wealth Planning
Pennsylvania
$360K +$5.27K +85 +1%
PFA
1911
Pinnacle Family Advisors
Missouri
$359K -$854K -13,767 -70%
RFG
1912
REAP Financial Group
Texas
$359K
SCM
1913
Schnieders Capital Management
California
$357K +$3.66K +59 +1%
BSA
1914
Bull Street Advisors
Georgia
$356K
AWM
1915
Aberdeen Wealth Management
Illinois
$355K
SP
1916
Successful Portfolios
Florida
$351K +$682 +11 +0.2%
AIP
1917
Almanack Investment Partners
Pennsylvania
$350K +$350K +5,636 New
ACI
1918
Alpha Cubed Investments
California
$349K -$37K -596 -10%
CWM
1919
Cherrydale Wealth Management
New Jersey
$348K -$4.4K -71 -1%
GCA
1920
Gradient Capital Advisors
California
$348K
MWM
1921
McNaughton Wealth Management
California
$347K
NW
1922
Naviter Wealth
Arkansas
$347K +$27.3K +440 +9%
SCA
1923
STALEY CAPITAL ADVISERS
Pennsylvania
$345K +$5.89K +95 +2%
MAS
1924
Meeder Advisory Services
Ohio
$344K +$344K +5,553 New
VPF
1925
Vantage Point Financial
Illinois
$344K -$7.13K -115 -2%