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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
LA
2001
Lifeworks Advisors
Michigan
$303K
RCP
2002
Rothschild Capital Partners
New York
$302K
APW
2003
Axim Planning & Wealth
Ohio
$302K
LDB
2004
Lee, Danner & Bass
Tennessee
$300K
MM
2005
Main Management
California
$299K
JWBC
2006
John W. Brooker & Co
California
$299K
MSS
2007
Mitchell Sinkler & Starr
Pennsylvania
$298K
DFP
2008
Defined Financial Planning
California
$298K
NIM
2009
Northeast Investment Management
Massachusetts
$297K
DBIA
2010
Dumont & Blake Investment Advisors
New Jersey
$295K
MHR
2011
Matthew Hamilton Rosenberg
$295K
TWM
2012
Tripletail Wealth Management
Florida
$295K
MSCM
2013
McElhenny Sheffield Capital Management
Texas
$295K
CRI
2014
Commonwealth Retirement Investments
Virginia
$295K
RFA
2015
Resurgent Financial Advisors
Georgia
$295K
CCMI
2016
Creative Capital Management Investments
California
$295K
BF
2017
Brooklyn FI
New York
$294K
ZIG
2018
Zuckerman Investment Group
Illinois
$294K
CFP
2019
Cascade Financial Partners
California
$293K
TA
2020
TrueWealth Advisors
Alabama
$292K
CST
2021
Charles Schwab Trust
Nevada
$292K
MBFW
2022
Morton Brown Family Wealth
Pennsylvania
$292K
CCC
2023
Compass Capital Corp
Massachusetts
$291K
AWA
2024
Acorn Wealth Advisors
Michigan
$291K
W
2025
WPWealth
Texas
$290K