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iShares Core S&P Mid-Cap ETF

2,386 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, 980 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,386
Holders Change
-6
Holders Change %
-0.25%
% 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
4.75%
New
135
Increased
949
Reduced
980
Closed
90
Calls
$39.1M
Puts
$6.8M
Net Calls
+$32.3M
Net Calls Change
+$8.32M
Name Holding Trade Value Shares
Change
Shares
Change %
SPP
176
Single Point Partners
Massachusetts
$42.8M -$1.02M -16,447 -2%
SFS
177
Summit Financial Strategies
Ohio
$42.7M +$3.54M +57,156 +9%
JAG
178
Journey Advisory Group
Kentucky
$42.4M -$3.38M -54,433 -7%
Mercer Global Advisors
179
Mercer Global Advisors
Colorado
$42.1M -$15.7M -252,683 -27%
William Blair & Company
180
William Blair & Company
Illinois
$42.1M -$43M -693,955 -51%
MFIM
181
Mesirow Financial Investment Management
Illinois
$41.7M -$29.1M -469,300 -41%
WHG
182
Westwood Holdings Group
Texas
$41.5M +$4.88M +78,702 +13%
SCM
183
SCS Capital Management
Massachusetts
$41.5M -$9.14M -147,379 -18%
LGWM
184
Litman Gregory Wealth Management
California
$41.4M -$12.6M -203,398 -23%
QCG
185
Quadrant Capital Group
Ohio
$41.1M -$4.36M -70,339 -10%
NFG
186
Nadler Financial Group
Illinois
$41.1M +$447K +7,212 +1%
FBB
187
Fulton Breakefield Broenniman
Maryland
$40.9M -$204K -3,288 -0.5%
ETS
188
ESL Trust Services
New York
$40.6M +$2.57M +41,475 +7%
GL
189
Graypoint LLC
New York
$40.6M -$1.64M -26,428 -4%
OC
190
Oppenheimer & Co
New York
$40.2M +$1.96M +31,635 +5%
IB
191
Intrust Bank
Kansas
$40.2M -$1.05M -16,858 -3%
EWM
192
Evermay Wealth Management
Virginia
$40.2M -$1.92M -30,945 -5%
AAS
193
Avantax Advisory Services
Texas
$39.7M -$104K -1,680 -0.3%
NEPPG
194
New England Professional Planning Group
Rhode Island
$39.6M +$208K +3,356 +0.5%
JIC
195
Johnson Investment Counsel
Ohio
$39M +$1.44M +23,151 +4%
DT
196
Diversified Trust
Tennessee
$38.9M +$4.62M +74,552 +13%
SWA
197
Sax Wealth Advisors
New Jersey
$38.9M +$54.6K +881 +0.1%
Fiera Capital (Canada)
198
Fiera Capital (Canada)
Quebec, Canada
$38.7M -$2.51M -40,409 -6%
Natixis Advisors
199
Natixis Advisors
Massachusetts
$38.7M +$2.9M +46,773 +8%
VFA
200
Voya Financial Advisors
Connecticut
$38.7M +$1.25M +20,090 +3%