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iShares Core S&P Mid-Cap ETF

2,388 hedge funds and large institutions have $75.3B invested in iShares Core S&P Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 949 increasing their positions, 982 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,388
Holders Change
-3
Holders Change %
-0.13%
% of All Funds
32%
Holding in Top 10
354
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-2.75%
% of All Funds
4.74%
New
135
Increased
949
Reduced
982
Closed
89
Calls
$39.1M
Puts
$6.8M
Net Calls
+$32.3M
Net Calls Change
+$8.32M
Name Holding Trade Value Shares
Change
Shares
Change %
IBOK
2026
Independence Bank of Kentucky
Kentucky
$281K -$1.68K -27 -0.6%
VC
2027
Vestor Capital
Illinois
$280K -$15.7M -71,838 -98%
FFG
2028
Foundry Financial Group
New Hampshire
$279K -$2.21M -35,572 -89%
Qube Research & Technologies (QRT)
2029
Qube Research & Technologies (QRT)
United Kingdom
$279K +$279K +4,496 New
WMA
2030
West Michigan Advisors
Michigan
$278K -$5.52K -89 -2%
LMKC
2031
L.M. Kohn & Company
Ohio
$277K -$111K -1,782 -29%
BFA
2032
Beacon Financial Advisory
Ohio
$277K -$285K -4,599 -51%
RA
2033
Rise Advisors
New York
$277K -$146K -2,355 -35%
AWM
2034
Affinity Wealth Management
Delaware
$276K
WF
2035
WinCap Financial
Massachusetts
$275K +$275K +4,428 New
CWP
2036
Concord Wealth Partners
Virginia
$274K +$372 +6 +0.1%
CAMV
2037
Concord Asset Management (Virginia)
Virginia
$274K +$274K +4,421 New
TFA
2038
Teamwork Financial Advisors
Texas
$274K -$109K -1,764 -29%
VCM
2039
Versant Capital Management
Arizona
$274K +$106K +1,710 +63%
DJSG
2040
D.J. St. Germain
Massachusetts
$272K -$9.12K -147 -3%
BBW
2041
Blue Barn Wealth
Utah
$272K +$18.8K +303 +7%
MS
2042
Madden Securities
Texas
$271K
HDIM
2043
Hanson & Doremus Investment Management
Vermont
$271K
IHWM
2044
Iron Horse Wealth Management
Iowa
$269K
PPW
2045
Presilium Private Wealth
Pennsylvania
$269K +$3.85K +62 +1%
DWM
2046
Denver Wealth Management
Colorado
$268K +$11.5K +185 +4%
PMSA
2047
Patrick M. Sweeney & Associates
Illinois
$267K
CLP
2048
Charis Legacy Partners
Texas
$267K
FRA
2049
Frank Rimerman Advisors
California
$267K
ARA
2050
Alexander Randolph Advisory
Virginia
$264K