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iShares Core S&P Mid-Cap ETF

2,388 hedge funds and large institutions have $75.3B invested in iShares Core S&P Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 949 increasing their positions, 982 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,388
Holders Change
-3
Holders Change %
-0.13%
% of All Funds
32%
Holding in Top 10
354
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-2.75%
% of All Funds
4.74%
New
135
Increased
949
Reduced
982
Closed
89
Calls
$39.1M
Puts
$6.8M
Net Calls
+$32.3M
Net Calls Change
+$8.32M
Name Holding Trade Value Shares
Change
Shares
Change %
Schroder Investment Management Group
2201
Schroder Investment Management Group
United Kingdom
$189K
SN
2202
Sittner & Nelson
Oregon
$187K
OL
2203
one8zero8 LLC
North Carolina
$185K
LC
2204
Lavaca Capital
Texas
$185K
AGWCA
2205
Annis Gardner Whiting Capital Advisors
Florida
$184K
GA
2206
GoalVest Advisory
New York
$175K -$20.8K -336 -11%
NEWAS
2207
N.E.W. Advisory Services
Wisconsin
$171K -$32.3K -520 -16%
WWM
2208
Wagner Wealth Management
South Carolina
$171K
PSB
2209
Piscataqua Savings Bank
New Hampshire
$169K -$22.9K -370 -12%
EAM
2210
Eukles Asset Management
Ohio
$167K +$1.8K +29 +1%
PWM
2211
Provident Wealth Management
Tennessee
$166K
ECM
2212
Elgethun Capital Management
South Dakota
$164K +$2.11K +34 +1%
SIS
2213
Sound Income Strategies
Florida
$164K +$26.9K +434 +20%
TLA
2214
Tanglewood Legacy Advisors
Texas
$163K
SVCP
2215
Silicon Valley Capital Partners
California
$163K -$114K -1,843 -41%
MCA
2216
Midwest Capital Advisors
Michigan
$162K -$76.9K -1,240 -32%
EWM
2217
Evolution Wealth Management
Florida
$158K +$158K +2,540 New
DCM
2218
Disciplina Capital Management
Tennessee
$155K
SC
2219
Steph & Co
Wisconsin
$153K
PCTC
2220
Perkins Coie Trust Company
Washington
$152K
W
2221
WealthCollab
Washington
$150K
SA
2222
SRH Advisors
Kansas
$149K
HFS
2223
Hantz Financial Services
Michigan
$148K +$2.61K +42 +2%
BC
2224
Barrett & Company
Rhode Island
$148K
RAM
2225
Ramirez Asset Management
New York
$147K