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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
LMKC
2051
L.M. Kohn & Company
Ohio
$277K
BFA
2052
Beacon Financial Advisory
Ohio
$277K
RA
2053
Rise Advisors
New York
$277K
AWM
2054
Affinity Wealth Management
Delaware
$276K
WF
2055
WinCap Financial
Massachusetts
$275K
CWP
2056
Concord Wealth Partners
Virginia
$274K
CAMV
2057
Concord Asset Management (Virginia)
Virginia
$274K
TFA
2058
Teamwork Financial Advisors
Texas
$274K
VCM
2059
Versant Capital Management
Arizona
$274K
DJSG
2060
D.J. St. Germain
Massachusetts
$272K
BBW
2061
Blue Barn Wealth
Utah
$272K
MS
2062
Madden Securities
Texas
$271K
HDIM
2063
Hanson & Doremus Investment Management
Vermont
$271K
IHWM
2064
Iron Horse Wealth Management
Iowa
$269K
PPW
2065
Presilium Private Wealth
Pennsylvania
$269K
DWM
2066
Denver Wealth Management
Colorado
$268K
PMSA
2067
Patrick M. Sweeney & Associates
Illinois
$267K
CLP
2068
Charis Legacy Partners
Texas
$267K
FRA
2069
Frank Rimerman Advisors
California
$267K
ARA
2070
Alexander Randolph Advisory
Virginia
$264K
FAM
2071
Flaharty Asset Management
Florida
$263K
WWG
2072
West Wealth Group
California
$263K
AFA
2073
Alpha Financial Advisors
North Carolina
$262K
CB
2074
Chris Bulman
California
$261K
CRI
2075
Colonial River Investments
Virginia
$261K