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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
Natixis Advisors
201
Natixis Advisors
Massachusetts
$38.7M
VFA
202
Voya Financial Advisors
Connecticut
$38.7M
CTA
203
Chesley Taft & Associates
Illinois
$38.5M
Lazard Asset Management
204
Lazard Asset Management
New York
$37.9M
LBC
205
Lowe Brockenbrough & Co
Virginia
$37.6M
AF
206
Allworth Financial
California
$37.2M
FI
207
Fosun International
China
$37M
IWC
208
Integrated Wealth Concepts
Massachusetts
$36.8M
RFA
209
RTD Financial Advisors
Pennsylvania
$36.6M
SFA
210
Sequoia Financial Advisors
Ohio
$36.3M
NC
211
NewSquare Capital
Pennsylvania
$36.2M
BFA
212
Beaumont Financial Advisors
Massachusetts
$35.5M
DIP
213
DT Investment Partners
Pennsylvania
$35.1M
CWA
214
CJM Wealth Advisers
Virginia
$34.4M
GG
215
Greenwood Gearhart
Arkansas
$34M
BWP
216
BlueStem Wealth Partners
Minnesota
$34M
Kovitz Investment Group Partners
217
Kovitz Investment Group Partners
Illinois
$33.6M
Barclays
218
Barclays
United Kingdom
$33.5M
GRP
219
Global Retirement Partners
California
$33.4M
HI
220
Human Investing
Oregon
$33.1M
MT
221
Midwest Trust
Kansas
$32.5M
CIBC Private Wealth Group
222
CIBC Private Wealth Group
Georgia
$32.4M
HI
223
Hudock Inc
Pennsylvania
$32.2M
Envestnet Portfolio Solutions
224
Envestnet Portfolio Solutions
Illinois
$32.2M
FMWA
225
Forvis Mazars Wealth Advisors
Missouri
$31.7M