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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
CWM
1951
Capital Wealth Management
Rhode Island
$338K
LWM
1952
Level Wealth Management
North Carolina
$338K
RBFC
1953
Roman Butler Fullerton & Co
Missouri
$338K
AO
1954
Advisor OS
Illinois
$337K
SRWM
1955
Shira Ridge Wealth Management
California
$337K
PIFP
1956
Partners in Financial Planning
Virginia
$337K
AT
1957
Avalon Trust
New Mexico
$336K
DCM
1958
Dimension Capital Management
Florida
$335K
DHC
1959
Drum Hill Capital
Connecticut
$333K
GHAM
1960
Gilman Hill Asset Management
Connecticut
$332K
IAP
1961
Indie Asset Partners
Indiana
$331K
SW
1962
SkyOak Wealth
Michigan
$330K
BKA
1963
Brick & Kyle Associates
Pennsylvania
$329K
RCM
1964
Requisite Capital Management
Texas
$328K
RW
1965
RVW Wealth
California
$328K
SWM
1966
Segment Wealth Management
Texas
$327K
FC
1967
Forte Capital
New York
$327K
SIG
1968
Stonegate Investment Group
Alabama
$324K
BBPWM
1969
Blue Bell Private Wealth Management
Pennsylvania
$323K
CP
1970
Canopy Partners
Ohio
$323K
HFO
1971
Heritage Family Offices
Arizona
$321K
EA
1972
Ellsworth Advisors
Ohio
$321K
BHB
1973
Bank Hapoalim BM
Israel
$320K
JWM
1974
JGP Wealth Management
Oregon
$320K
MEG
1975
Millstone Evans Group
Colorado
$319K