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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
TSW
1976
Thompson Siegel & Walmsley
Virginia
$319K
VC
1977
Veracity Capital
Georgia
$317K
HWP
1978
Hibernia Wealth Partners
Louisiana
$316K
WP
1979
WealthPLAN Partners
Nebraska
$314K
PP
1980
Patten & Patten
Tennessee
$314K
PIM
1981
Penobscot Investment Management
Massachusetts
$314K
FWM
1982
Fingerlakes Wealth Management
New York
$314K
KWM
1983
KFG Wealth Management
Indiana
$313K
BFF
1984
Byrne Financial Freedom
Massachusetts
$313K
X
1985
Xponance
Pennsylvania
$312K
TFM
1986
TFC Financial Management
Massachusetts
$312K
TCM
1987
TD Capital Management
Tennessee
$312K
BFA
1988
Bluestem Financial Advisors
Illinois
$311K
NCM
1989
Nelson Capital Management
California
$310K
FM
1990
Family Management
New York
$310K
BAM
1991
Bosun Asset Management
Illinois
$310K
APWA
1992
Atlas Private Wealth Advisors
New Jersey
$309K
FOR
1993
Family Office Research
Maryland
$308K
BO
1994
Bank OZK
Arkansas
$307K
JJBC
1995
James J. Burns & Company
New York
$307K
HWM
1996
HFR Wealth Management
New York
$306K
JWM
1997
JFG Wealth Management
Colorado
$305K
LWM
1998
LongView Wealth Management
Georgia
$305K
WFAG
1999
Worth Financial Advisory Group
North Carolina
$304K
FMTC
2000
Farmers & Merchants Trust Company
California
$304K