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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
BDPWM
2126
Barnes Dennig Private Wealth Management
Ohio
$232K
SAM
2127
Strategy Asset Managers
California
$231K
TWM
2128
Topsail Wealth Management
North Carolina
$231K
LWM
2129
Liberty Wealth Management
California
$231K
CM
2130
Columbus Macro
Pennsylvania
$230K
SP
2131
Symmetry Partners
Connecticut
$230K
AAS
2132
Annex Advisory Services
Wisconsin
$230K
MAG
2133
M3 Advisory Group
Massachusetts
$230K
BW
2134
Balance Wealth
Ohio
$228K
BCM
2135
BTC Capital Management
Iowa
$228K
IFS
2136
Ifrah Financial Services
Arkansas
$228K
CPCM
2137
Cardinal Point Capital Management
Ontario, Canada
$226K
CAM
2138
Covenant Asset Management
New Jersey
$226K
MFWP
2139
Mosaic Family Wealth Partners
Missouri
$225K
FFG
2140
Fiduciary Financial Group
California
$225K
BIM
2141
Baldwin Investment Management
Pennsylvania
$225K
MGIA
2142
Matthew Goff Investment Advisor
Texas
$224K
CB
2143
CNB Bank
Pennsylvania
$223K
CPSAC
2144
Chas P. Smith & Associates (CPS)
Florida
$223K
PG
2145
Prostatis Group
Maryland
$223K
PWPS
2146
Pinnacle Wealth Planning Services
Ohio
$223K
ACM
2147
Aspen Capital Management
Idaho
$222K
EP
2148
EPIQ Partners
Minnesota
$222K
HIC
2149
Holderness Investments Company
North Carolina
$222K
CWMS
2150
Cannon Wealth Management Services
North Carolina
$221K