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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
GHAM
1951
Gilman Hill Asset Management
Connecticut
$332K
IAP
1952
Indie Asset Partners
Indiana
$331K
SW
1953
SkyOak Wealth
Michigan
$330K
BKA
1954
Brick & Kyle Associates
Pennsylvania
$329K
RCM
1955
Requisite Capital Management
Texas
$328K
RW
1956
RVW Wealth
California
$328K
SWM
1957
Segment Wealth Management
Texas
$327K
FC
1958
Forte Capital
New York
$327K
SIG
1959
Stonegate Investment Group
Alabama
$324K
BBPWM
1960
Blue Bell Private Wealth Management
Pennsylvania
$323K
CP
1961
Canopy Partners
Ohio
$323K
HFO
1962
Heritage Family Offices
Arizona
$321K
EA
1963
Ellsworth Advisors
Ohio
$321K
BHB
1964
Bank Hapoalim BM
Israel
$320K
JWM
1965
JGP Wealth Management
Oregon
$320K
MEG
1966
Millstone Evans Group
Colorado
$319K
TSW
1967
Thompson Siegel & Walmsley
Virginia
$319K
VC
1968
Veracity Capital
Georgia
$317K
HWP
1969
Hibernia Wealth Partners
Louisiana
$316K
WP
1970
WealthPLAN Partners
Nebraska
$314K
PP
1971
Patten & Patten
Tennessee
$314K
PIM
1972
Penobscot Investment Management
Massachusetts
$314K
FWM
1973
Fingerlakes Wealth Management
New York
$314K
KWM
1974
KFG Wealth Management
Indiana
$313K
BFF
1975
Byrne Financial Freedom
Massachusetts
$313K