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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
MSWMA
2126
Market Street Wealth Management Advisors
Indiana
$236K
HWA
2127
Heartwood Wealth Advisors
Virginia
$235K
GIM
2128
Gold Investment Management
Alberta, Canada
$234K
FDCP
2129
Foster Dykema Cabot & Partners
Massachusetts
$233K
SW
2130
SMART Wealth
Nebraska
$233K
AC
2131
Asio Capital
Kentucky
$233K
HCM
2132
Hall Capital Management
Rhode Island
$233K
CFP
2133
Curran Financial Partners
South Carolina
$232K
PFA
2134
Pathway Financial Advisors
Vermont
$232K
BDPWM
2135
Barnes Dennig Private Wealth Management
Ohio
$232K
SAM
2136
Strategy Asset Managers
California
$231K
TWM
2137
Topsail Wealth Management
North Carolina
$231K
LWM
2138
Liberty Wealth Management
California
$231K
CM
2139
Columbus Macro
Pennsylvania
$230K
SP
2140
Symmetry Partners
Connecticut
$230K
AAS
2141
Annex Advisory Services
Wisconsin
$230K
MAG
2142
M3 Advisory Group
Massachusetts
$230K
BW
2143
Balance Wealth
Ohio
$228K
BCM
2144
BTC Capital Management
Iowa
$228K
IFS
2145
Ifrah Financial Services
Arkansas
$228K
CPCM
2146
Cardinal Point Capital Management
Ontario, Canada
$226K
CAM
2147
Covenant Asset Management
New Jersey
$226K
MFWP
2148
Mosaic Family Wealth Partners
Missouri
$225K
FFG
2149
Fiduciary Financial Group
California
$225K
BIM
2150
Baldwin Investment Management
Pennsylvania
$225K