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iShares Core S&P Mid-Cap ETF

2,404 hedge funds and large institutions have $75.4B invested in iShares Core S&P Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 139 funds opening new positions, 956 increasing their positions, 986 reducing their positions, and 89 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:

0.36% more ownership

Funds ownership: 78.95%79.31% (+0.36%)

3% less repeat investments, than reductions

Existing positions increased: 956 | Existing positions reduced: 986

2% less funds holding in top 10

Funds holding in top 10: 365357 (-8)

Holders
2,404
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
357
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
AWM
1926
Aberdeen Wealth Management
Illinois
$355K
SP
1927
Successful Portfolios
Florida
$351K
AIP
1928
Almanack Investment Partners
Pennsylvania
$350K
ACI
1929
Alpha Cubed Investments
California
$349K
CWM
1930
Cherrydale Wealth Management
New Jersey
$348K
GCA
1931
Gradient Capital Advisors
California
$348K
MWM
1932
McNaughton Wealth Management
California
$347K
NW
1933
Naviter Wealth
Arkansas
$347K
SCA
1934
STALEY CAPITAL ADVISERS
Pennsylvania
$345K
MAS
1935
Meeder Advisory Services
Ohio
$344K
VPF
1936
Vantage Point Financial
Illinois
$344K
ACM
1937
Advance Capital Management
Michigan
$342K
MAA
1938
Matrix Asset Advisors
New York
$342K
SBLIC
1939
Security Benefit Life Insurance Company
Kansas
$341K
BTW
1940
Boston Trust Walden
Massachusetts
$340K
PFM
1941
Potomac Fund Management
Florida
$339K
CWM
1942
Capital Wealth Management
Rhode Island
$338K
LWM
1943
Level Wealth Management
North Carolina
$338K
RBFC
1944
Roman Butler Fullerton & Co
Missouri
$338K
AO
1945
Advisor OS
Illinois
$337K
SRWM
1946
Shira Ridge Wealth Management
California
$337K
PIFP
1947
Partners in Financial Planning
Virginia
$337K
AT
1948
Avalon Trust
New Mexico
$336K
DCM
1949
Dimension Capital Management
Florida
$335K
DHC
1950
Drum Hill Capital
Connecticut
$333K