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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
FA
2076
Fiduciary Alliance
South Carolina
$261K
RLIM
2077
Red Lighthouse Investment Management
New York
$260K
GA
2078
GSG Advisors
New Jersey
$260K
AOWM
2079
Alpha Omega Wealth Management
Virginia
$259K
SWG
2080
Summit Wealth Group
Vermont
$259K
PF
2081
Penney Financial
Texas
$259K
CGL
2082
Clarius Group LLC
Washington
$259K
DWM
2083
DecisionMap Wealth Management
Virginia
$259K
TCM
2084
TABR Capital Management
California
$257K
CCM
2085
Chilton Capital Management
Texas
$257K
CPW
2086
Cove Private Wealth
New York
$257K
NAG
2087
Northstar Advisory Group
New Jersey
$254K
AA
2088
Aufman Associates
Pennsylvania
$254K
FAT
2089
First American Trust
California
$254K
SCA
2090
Stonebridge Capital Advisors
Minnesota
$253K
RAM
2091
Riggs Asset Management
Pennsylvania
$253K
RP
2092
Regal Partners
Australia
$253K
FPW
2093
Fairvoy Private Wealth
Alabama
$253K
MPM
2094
Meritage Portfolio Management
Kansas
$252K
FFA
2095
Fi3 Financial Advisors
Indiana
$251K
EFG
2096
Everhart Financial Group
Ohio
$250K
VWA
2097
Visionary Wealth Advisors
Illinois
$250K
WGC
2098
Watts Gwilliam & Co
Arizona
$250K
CAM
2099
Creekmur Asset Management
Illinois
$248K
MAM
2100
Mainsail Asset Management
Alabama
$248K