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iShares Core S&P Mid-Cap ETF

2,403 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 138 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 ownership

Funds ownership:

0% more funds holding

Funds holding: 2,3952,403 (+8)

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
2,403
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
CCG
2101
Coastwise Capital Group
California
$245K
SA
2102
Strategic Advisors
New York
$244K
DA
2103
Detalus Advisors
Missouri
$244K
RA
2104
Rodgers & Associates
Pennsylvania
$244K
IIA
2105
Integral Investment Advisors
California
$243K
BAG
2106
Bridgewealth Advisory Group
California
$243K
CWS
2107
Cypress Wealth Services
California
$242K
JSA
2108
Jim Saulnier & Associates
Colorado
$242K
MPW
2109
Magnolia Private Wealth
Pennsylvania
$242K
FWM
2110
Focused Wealth Management
New York
$242K
IWA
2111
Icon Wealth Advisors
Texas
$242K
RBWA
2112
RFG - Bristol Wealth Advisors
Massachusetts
$241K
LCWP
2113
Legacy Capital Wealth Partners
Arkansas
$241K
LSL
2114
Legacy Solutions LLC
Pennsylvania
$240K
KHCM
2115
Kirtland Hills Capital Management
Ohio
$240K
VBWMG
2116
Von Berge Wealth Management Group
California
$237K
MSWMA
2117
Market Street Wealth Management Advisors
Indiana
$236K
HWA
2118
Heartwood Wealth Advisors
Virginia
$235K
GIM
2119
Gold Investment Management
Alberta, Canada
$234K
FDCP
2120
Foster Dykema Cabot & Partners
Massachusetts
$233K
SW
2121
SMART Wealth
Nebraska
$233K
AC
2122
Asio Capital
Kentucky
$233K
HCM
2123
Hall Capital Management
Rhode Island
$233K
CFP
2124
Curran Financial Partners
South Carolina
$232K
PFA
2125
Pathway Financial Advisors
Vermont
$232K