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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
RCA
176
Resonant Capital Advisors
Wisconsin
$43.2M
JWA
177
JFS Wealth Advisors
Pennsylvania
$43.1M
SPP
178
Single Point Partners
Massachusetts
$42.8M
SFS
179
Summit Financial Strategies
Ohio
$42.7M
JAG
180
Journey Advisory Group
Kentucky
$42.4M
Mercer Global Advisors
181
Mercer Global Advisors
Colorado
$42.1M
William Blair & Company
182
William Blair & Company
Illinois
$42.1M
MFIM
183
Mesirow Financial Investment Management
Illinois
$41.7M
WHG
184
Westwood Holdings Group
Texas
$41.5M
SCM
185
SCS Capital Management
Massachusetts
$41.5M
LGWM
186
Litman Gregory Wealth Management
California
$41.4M
QCG
187
Quadrant Capital Group
Ohio
$41.1M
NFG
188
Nadler Financial Group
Illinois
$41.1M
FBB
189
Fulton Breakefield Broenniman
Maryland
$40.9M
ETS
190
ESL Trust Services
New York
$40.6M
GL
191
Graypoint LLC
New York
$40.6M
OC
192
Oppenheimer & Co
New York
$40.2M
IB
193
Intrust Bank
Kansas
$40.2M
EWM
194
Evermay Wealth Management
Virginia
$40.2M
AAS
195
Avantax Advisory Services
Texas
$39.7M
NEPPG
196
New England Professional Planning Group
Rhode Island
$39.6M
JIC
197
Johnson Investment Counsel
Ohio
$39M
DT
198
Diversified Trust
Tennessee
$38.9M
SWA
199
Sax Wealth Advisors
New Jersey
$38.9M
Fiera Capital (Canada)
200
Fiera Capital (Canada)
Quebec, Canada
$38.7M