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iShares Core S&P Mid-Cap ETF

2,400 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 138 funds opening new positions, 955 increasing their positions, 984 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 ownership

Funds ownership:

0% more funds holding

Funds holding: 2,3952,400 (+5)

3% less repeat investments, than reductions

Existing positions increased: 955 | Existing positions reduced: 984

2% less funds holding in top 10

Funds holding in top 10: 365357 (-8)

Holders
2,400
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
SPP
176
Single Point Partners
Massachusetts
$42.8M
SFS
177
Summit Financial Strategies
Ohio
$42.7M
JAG
178
Journey Advisory Group
Kentucky
$42.4M
Mercer Global Advisors
179
Mercer Global Advisors
Colorado
$42.1M
William Blair & Company
180
William Blair & Company
Illinois
$42.1M
MFIM
181
Mesirow Financial Investment Management
Illinois
$41.7M
WHG
182
Westwood Holdings Group
Texas
$41.5M
SCM
183
SCS Capital Management
Massachusetts
$41.5M
LGWM
184
Litman Gregory Wealth Management
California
$41.4M
QCG
185
Quadrant Capital Group
Ohio
$41.1M
NFG
186
Nadler Financial Group
Illinois
$41.1M
FBB
187
Fulton Breakefield Broenniman
Maryland
$40.9M
ETS
188
ESL Trust Services
New York
$40.6M
GL
189
Graypoint LLC
New York
$40.6M
OC
190
Oppenheimer & Co
New York
$40.2M
IB
191
Intrust Bank
Kansas
$40.2M
EWM
192
Evermay Wealth Management
Virginia
$40.2M
AAS
193
Avantax Advisory Services
Texas
$39.7M
NEPPG
194
New England Professional Planning Group
Rhode Island
$39.6M
JIC
195
Johnson Investment Counsel
Ohio
$39M
DT
196
Diversified Trust
Tennessee
$38.9M
SWA
197
Sax Wealth Advisors
New Jersey
$38.9M
Fiera Capital (Canada)
198
Fiera Capital (Canada)
Quebec, Canada
$38.7M
Natixis Advisors
199
Natixis Advisors
Massachusetts
$38.7M
VFA
200
Voya Financial Advisors
Connecticut
$38.7M