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iShares Core S&P Mid-Cap ETF

2,400 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, 955 increasing their positions, 984 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: 2,3952,400 (+5)

3% less repeat investments, than reductions

Existing positions increased: 955 | Existing positions reduced: 984

2% less funds holding in top 10

Funds holding in top 10: 365357 (-8)

Holders
2,400
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
CTA
201
Chesley Taft & Associates
Illinois
$38.5M
Lazard Asset Management
202
Lazard Asset Management
New York
$37.9M
LBC
203
Lowe Brockenbrough & Co
Virginia
$37.6M
AF
204
Allworth Financial
California
$37.2M
FI
205
Fosun International
China
$37M
IWC
206
Integrated Wealth Concepts
Massachusetts
$36.8M
RFA
207
RTD Financial Advisors
Pennsylvania
$36.6M
SFA
208
Sequoia Financial Advisors
Ohio
$36.3M
NC
209
NewSquare Capital
Pennsylvania
$36.2M
BFA
210
Beaumont Financial Advisors
Massachusetts
$35.5M
DIP
211
DT Investment Partners
Pennsylvania
$35.1M
CWA
212
CJM Wealth Advisers
Virginia
$34.4M
GG
213
Greenwood Gearhart
Arkansas
$34M
BWP
214
BlueStem Wealth Partners
Minnesota
$34M
Kovitz Investment Group Partners
215
Kovitz Investment Group Partners
Illinois
$33.6M
Barclays
216
Barclays
United Kingdom
$33.5M
GRP
217
Global Retirement Partners
California
$33.4M
HI
218
Human Investing
Oregon
$33.1M
MT
219
Midwest Trust
Kansas
$32.5M
CIBC Private Wealth Group
220
CIBC Private Wealth Group
Georgia
$32.4M
HI
221
Hudock Inc
Pennsylvania
$32.2M
Envestnet Portfolio Solutions
222
Envestnet Portfolio Solutions
Illinois
$32.2M
FMWA
223
Forvis Mazars Wealth Advisors
Missouri
$31.7M
CIA
224
Capital Investment Advisors
Georgia
$31.6M
AAS
225
Ameritas Advisory Services
Nebraska
$31.2M