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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
OL
2226
one8zero8 LLC
North Carolina
$185K
LC
2227
Lavaca Capital
Texas
$185K
AGWCA
2228
Annis Gardner Whiting Capital Advisors
Florida
$184K
GA
2229
GoalVest Advisory
New York
$175K
NEWAS
2230
N.E.W. Advisory Services
Wisconsin
$171K
WWM
2231
Wagner Wealth Management
South Carolina
$171K
PSB
2232
Piscataqua Savings Bank
New Hampshire
$169K
EAM
2233
Eukles Asset Management
Ohio
$167K
PWM
2234
Provident Wealth Management
Tennessee
$166K
ECM
2235
Elgethun Capital Management
South Dakota
$164K
SIS
2236
Sound Income Strategies
Florida
$164K
TLA
2237
Tanglewood Legacy Advisors
Texas
$163K
SVCP
2238
Silicon Valley Capital Partners
California
$163K
MCA
2239
Midwest Capital Advisors
Michigan
$162K
EWM
2240
Evolution Wealth Management
Florida
$158K
DCM
2241
Disciplina Capital Management
Tennessee
$155K
SC
2242
Steph & Co
Wisconsin
$153K
PCTC
2243
Perkins Coie Trust Company
Washington
$152K
W
2244
WealthCollab
Washington
$150K
SA
2245
SRH Advisors
Kansas
$149K
HFS
2246
Hantz Financial Services
Michigan
$148K
BC
2247
Barrett & Company
Rhode Island
$148K
RAM
2248
Ramirez Asset Management
New York
$147K
CTWM
2249
Cherry Tree Wealth Management
Minnesota
$146K
RBC
2250
Roble Belko & Company
Pennsylvania
$144K