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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
TLA
2226
Tanglewood Legacy Advisors
Texas
$163K
SVCP
2227
Silicon Valley Capital Partners
California
$163K
MCA
2228
Midwest Capital Advisors
Michigan
$162K
EWM
2229
Evolution Wealth Management
Florida
$158K
DCM
2230
Disciplina Capital Management
Tennessee
$155K
SC
2231
Steph & Co
Wisconsin
$153K
PCTC
2232
Perkins Coie Trust Company
Washington
$152K
W
2233
WealthCollab
Washington
$150K
SA
2234
SRH Advisors
Kansas
$149K
HFS
2235
Hantz Financial Services
Michigan
$148K
BC
2236
Barrett & Company
Rhode Island
$148K
RAM
2237
Ramirez Asset Management
New York
$147K
CTWM
2238
Cherry Tree Wealth Management
Minnesota
$146K
RBC
2239
Roble Belko & Company
Pennsylvania
$144K
FGC
2240
Financial Gravity Companies
Texas
$143K
PFA
2241
Pillar Financial Advisors
Kentucky
$142K
T
2242
Transce3nd
Texas
$141K
KB
2243
Kimelman & Baird
New York
$140K
FUBT
2244
First United Bank & Trust
Maryland
$137K
KFGG
2245
Keystone Financial Group (Georgia)
Georgia
$137K
RFA
2246
Reyes Financial Architecture
California
$134K
CPG
2247
Cornerstone Planning Group
New Jersey
$133K
WWM
2248
Woodside Wealth Management
Massachusetts
$132K
WB
2249
Webster Bank
Connecticut
$130K
FFC
2250
First Financial Corp
Indiana
$129K