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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
SIMG
1901
Sonora Investment Management Group
Arizona
$376K
FCM
1902
Fortis Capital Management
Washington
$374K
LFA
1903
Legacy Financial Advisors
Kentucky
$374K
ICM
1904
IMS Capital Management
Oregon
$373K
FA
1905
Fountainhead AM
New Jersey
$373K
PSA
1906
Plum Street Advisors
Louisiana
$372K
SWM
1907
Selective Wealth Management
Virginia
$371K
BAM
1908
BOS Asset Management
Illinois
$371K
BWMG
1909
Barnes Wealth Management Group
California
$370K
FP
1910
Financial Perspectives
Minnesota
$369K
NAS
1911
NWF Advisory Services
California
$369K
AWAG
1912
ARS Wealth Advisors Group
Florida
$369K
WAL
1913
W Advisors LLC
Tennessee
$368K
FGG
1914
Financial Guidance Group
Florida
$367K
LA
1915
LexAurum Advisors
Kansas
$367K
EDRH
1916
Edmond de Rothschild Holding
Switzerland
$367K
FA
1917
Faithward Advisors
Pennsylvania
$366K
JC
1918
Jentner Corp
Ohio
$366K
MSG
1919
Main Street Group
Virginia
$366K
OPCM
1920
Osborne Partners Capital Management
California
$365K
PCM
1921
Princeton Capital Management
New Jersey
$365K
MMPW
1922
Mitchell McLeod Pugh & Williams
Alabama
$365K
SIM
1923
Synergy Investment Management
Florida
$365K
VCAM
1924
Van Cleef Asset Management
Ohio
$363K
FF
1925
Fox Financial
Pennsylvania
$362K