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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 %
HFO
1951
Heritage Family Offices
Arizona
$321K
EA
1952
Ellsworth Advisors
Ohio
$321K -$5.15K -83 -2%
BHB
1953
Bank Hapoalim BM
Israel
$320K -$301K
JWM
1954
JGP Wealth Management
Oregon
$320K +$19.7K +317 +7%
MEG
1955
Millstone Evans Group
Colorado
$319K -$18.4K -297 -5%
TSW
1956
Thompson Siegel & Walmsley
Virginia
$319K -$5.77K -93 -2%
VC
1957
Veracity Capital
Georgia
$317K +$14.4K +232 +5%
HWP
1958
Hibernia Wealth Partners
Louisiana
$316K +$316K +5,101 New
WP
1959
WealthPLAN Partners
Nebraska
$314K -$118K -1,898 -27%
PP
1960
Patten & Patten
Tennessee
$314K -$117K -1,880 -27%
PIM
1961
Penobscot Investment Management
Massachusetts
$314K -$109K -1,750 -26%
FWM
1962
Fingerlakes Wealth Management
New York
$314K -$2.17K -35 -0.7%
KWM
1963
KFG Wealth Management
Indiana
$313K -$388K -6,261 -55%
BFF
1964
Byrne Financial Freedom
Massachusetts
$313K +$62 +1 +0%
X
1965
Xponance
Pennsylvania
$312K -$213K -3,430 -41%
TFM
1966
TFC Financial Management
Massachusetts
$312K -$53.2K -858 -15%
TCM
1967
TD Capital Management
Tennessee
$312K +$95.2K +1,535 +44%
BFA
1968
Bluestem Financial Advisors
Illinois
$311K
NCM
1969
Nelson Capital Management
California
$310K +$310K +5,005 New
FM
1970
Family Management
New York
$310K +$23.4K +377 +8%
BAM
1971
Bosun Asset Management
Illinois
$310K
APWA
1972
Atlas Private Wealth Advisors
New Jersey
$309K +$84.6K +1,364 +38%
FOR
1973
Family Office Research
Maryland
$308K -$29.2K -470 -9%
BO
1974
Bank OZK
Arkansas
$307K -$20.2K -325 -6%
JJBC
1975
James J. Burns & Company
New York
$307K +$558 +9 +0.2%