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iShares Core S&P Mid-Cap ETF

2,404 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 139 funds opening new positions, 956 increasing their positions, 986 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 funds holding

Funds holding:

0.36% more ownership

Funds ownership: 78.95%79.31% (+0.36%)

3% less repeat investments, than reductions

Existing positions increased: 956 | Existing positions reduced: 986

2% less funds holding in top 10

Funds holding in top 10: 365357 (-8)

Holders
2,404
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
DBIA
2001
Dumont & Blake Investment Advisors
New Jersey
$295K
MHR
2002
Matthew Hamilton Rosenberg
$295K
TWM
2003
Tripletail Wealth Management
Florida
$295K
MSCM
2004
McElhenny Sheffield Capital Management
Texas
$295K
CRI
2005
Commonwealth Retirement Investments
Virginia
$295K
RFA
2006
Resurgent Financial Advisors
Georgia
$295K
CCMI
2007
Creative Capital Management Investments
California
$295K
BF
2008
Brooklyn FI
New York
$294K
ZIG
2009
Zuckerman Investment Group
Illinois
$294K
CFP
2010
Cascade Financial Partners
California
$293K
TA
2011
TrueWealth Advisors
Alabama
$292K
CST
2012
Charles Schwab Trust
Nevada
$292K
MBFW
2013
Morton Brown Family Wealth
Pennsylvania
$292K
CCC
2014
Compass Capital Corp
Massachusetts
$291K
AWA
2015
Acorn Wealth Advisors
Michigan
$291K
W
2016
WPWealth
Texas
$290K
AA
2017
Apriem Advisors
California
$288K
LWMI
2018
Legacy Wealth Management (Idaho)
Idaho
$287K
LIS
2019
Legacy Investment Solutions
Idaho
$287K
GP
2020
Geneva Partners
Wisconsin
$286K
4WM
2021
4J Wealth Management
Virginia
$285K
TFM
2022
Trademark Financial Management
Minnesota
$284K
OIA
2023
Optimum Investment Advisors
Illinois
$284K
CFO
2024
Custos Family Office
Texas
$284K
SL
2025
Sentry LLC
Tennessee
$284K