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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
BW
1926
BIP Wealth
Georgia
$362K
SAW
1927
Signal Advisors Wealth
Michigan
$361K
KWM
1928
Keebeck Wealth Management
Illinois
$360K
HFRG
1929
Houlihan Financial Resource Group
Virginia
$360K
BWP
1930
Bernardo Wealth Planning
Pennsylvania
$360K
PFA
1931
Pinnacle Family Advisors
Missouri
$359K
RFG
1932
REAP Financial Group
Texas
$359K
SCM
1933
Schnieders Capital Management
California
$357K
BSA
1934
Bull Street Advisors
Georgia
$356K
AWM
1935
Aberdeen Wealth Management
Illinois
$355K
SP
1936
Successful Portfolios
Florida
$351K
AIP
1937
Almanack Investment Partners
Pennsylvania
$350K
ACI
1938
Alpha Cubed Investments
California
$349K
CWM
1939
Cherrydale Wealth Management
New Jersey
$348K
GCA
1940
Gradient Capital Advisors
California
$348K
MWM
1941
McNaughton Wealth Management
California
$347K
NW
1942
Naviter Wealth
Arkansas
$347K
SCA
1943
STALEY CAPITAL ADVISERS
Pennsylvania
$345K
MAS
1944
Meeder Advisory Services
Ohio
$344K
VPF
1945
Vantage Point Financial
Illinois
$344K
ACM
1946
Advance Capital Management
Michigan
$342K
MAA
1947
Matrix Asset Advisors
New York
$342K
SBLIC
1948
Security Benefit Life Insurance Company
Kansas
$341K
BTW
1949
Boston Trust Walden
Massachusetts
$340K
PFM
1950
Potomac Fund Management
Florida
$339K