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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
AA
2026
Apriem Advisors
California
$288K
LWMI
2027
Legacy Wealth Management (Idaho)
Idaho
$287K
LIS
2028
Legacy Investment Solutions
Idaho
$287K
GP
2029
Geneva Partners
Wisconsin
$286K
4WM
2030
4J Wealth Management
Virginia
$285K
TFM
2031
Trademark Financial Management
Minnesota
$284K
OIA
2032
Optimum Investment Advisors
Illinois
$284K
CFO
2033
Custos Family Office
Texas
$284K
SL
2034
Sentry LLC
Tennessee
$284K
WFA
2035
WestHill Financial Advisors
California
$284K
AWM
2036
Aegis Wealth Management
Maryland
$283K
GIP
2037
Granite Investment Partners
California
$283K
LWM
2038
LJI Wealth Management
Indiana
$282K
SWM
2039
Seed Wealth Management
Illinois
$282K
SP
2040
Sequent Planning
Nebraska
$282K
OWP
2041
Obermeyer Wealth Partners
Colorado
$281K
BMC
2042
Beaton Management Company
Massachusetts
$281K
AP
2043
Atwood & Palmer
Missouri
$281K
AI
2044
Auour Investments
Massachusetts
$281K
NJIM
2045
Nabity-Jensen Investment Management
Nebraska
$281K
IBOK
2046
Independence Bank of Kentucky
Kentucky
$281K
VC
2047
Vestor Capital
Illinois
$280K
FFG
2048
Foundry Financial Group
New Hampshire
$279K
Qube Research & Technologies (QRT)
2049
Qube Research & Technologies (QRT)
United Kingdom
$279K
WMA
2050
West Michigan Advisors
Michigan
$278K