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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
WFA
2026
WestHill Financial Advisors
California
$284K
AWM
2027
Aegis Wealth Management
Maryland
$283K
GIP
2028
Granite Investment Partners
California
$283K
LWM
2029
LJI Wealth Management
Indiana
$282K
SWM
2030
Seed Wealth Management
Illinois
$282K
SP
2031
Sequent Planning
Nebraska
$282K
OWP
2032
Obermeyer Wealth Partners
Colorado
$281K
BMC
2033
Beaton Management Company
Massachusetts
$281K
AP
2034
Atwood & Palmer
Missouri
$281K
AI
2035
Auour Investments
Massachusetts
$281K
NJIM
2036
Nabity-Jensen Investment Management
Nebraska
$281K
IBOK
2037
Independence Bank of Kentucky
Kentucky
$281K
VC
2038
Vestor Capital
Illinois
$280K
FFG
2039
Foundry Financial Group
New Hampshire
$279K
Qube Research & Technologies (QRT)
2040
Qube Research & Technologies (QRT)
United Kingdom
$279K
WMA
2041
West Michigan Advisors
Michigan
$278K
LMKC
2042
L.M. Kohn & Company
Ohio
$277K
BFA
2043
Beacon Financial Advisory
Ohio
$277K
RA
2044
Rise Advisors
New York
$277K
AWM
2045
Affinity Wealth Management
Delaware
$276K
WF
2046
WinCap Financial
Massachusetts
$275K
CWP
2047
Concord Wealth Partners
Virginia
$274K
CAMV
2048
Concord Asset Management (Virginia)
Virginia
$274K
TFA
2049
Teamwork Financial Advisors
Texas
$274K
VCM
2050
Versant Capital Management
Arizona
$274K