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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
DJSG
2051
D.J. St. Germain
Massachusetts
$272K
BBW
2052
Blue Barn Wealth
Utah
$272K
MS
2053
Madden Securities
Texas
$271K
HDIM
2054
Hanson & Doremus Investment Management
Vermont
$271K
IHWM
2055
Iron Horse Wealth Management
Iowa
$269K
PPW
2056
Presilium Private Wealth
Pennsylvania
$269K
DWM
2057
Denver Wealth Management
Colorado
$268K
PMSA
2058
Patrick M. Sweeney & Associates
Illinois
$267K
CLP
2059
Charis Legacy Partners
Texas
$267K
FRA
2060
Frank Rimerman Advisors
California
$267K
ARA
2061
Alexander Randolph Advisory
Virginia
$264K
FAM
2062
Flaharty Asset Management
Florida
$263K
WWG
2063
West Wealth Group
California
$263K
AFA
2064
Alpha Financial Advisors
North Carolina
$262K
CB
2065
Chris Bulman
California
$261K
CRI
2066
Colonial River Investments
Virginia
$261K
FA
2067
Fiduciary Alliance
South Carolina
$261K
RLIM
2068
Red Lighthouse Investment Management
New York
$260K
GA
2069
GSG Advisors
New Jersey
$260K
AOWM
2070
Alpha Omega Wealth Management
Virginia
$259K
SWG
2071
Summit Wealth Group
Vermont
$259K
PF
2072
Penney Financial
Texas
$259K
CGL
2073
Clarius Group LLC
Washington
$259K
DWM
2074
DecisionMap Wealth Management
Virginia
$259K
TCM
2075
TABR Capital Management
California
$257K