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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 %
EWP
2251
Elevation Wealth Partners
California
$117K
SS
2252
SBI Securities
Japan
$116K -$30.1K -486 -21%
YDMI
2253
Y.D. More Investments
Israel
$114K
3IP
2254
3Chopt Investment Partners
Virginia
$114K -$6.95K -112 -6%
TC
2255
Trust Company
Kansas
$111K -$25.4K -410 -19%
HIIFS
2256
Harel Insurance Investments & Financial Services
Israel
$109K
DMIC
2257
Dixon Mitchell Investment Counsel
British Columbia, Canada
$109K
CICI
2258
Capital Investment Counsel Inc
North Carolina
$105K
AWM
2259
AllSquare Wealth Management
New York
$105K
JFG
2260
JDM Financial Group
Texas
$105K
HC
2261
Hoese & Co
Minnesota
$104K -$18K -290 -15%
TFA
2262
Toth Financial Advisory
Virginia
$103K
WTFG
2263
Wood Tarver Financial Group
Idaho
$101K
T
2264
Tidemark
California
$100K -$1.43K -23 -1%
GCM
2265
Gables Capital Management
Florida
$98.9K +$24.8K +400 +33%
RIL
2266
Rothschild Investment LLC
Illinois
$97.7K
HHGA
2267
Halbert Hargrove Global Advisors
California
$97.6K -$31.4K -507 -24%
STB
2268
S&T Bank
Pennsylvania
$97.4K
DF
2269
Dunhill Financial
United Kingdom
$95.7K -$12.5K -201 -12%
BTD
2270
BankPlus Trust Department
Mississippi
$95K
MFG
2271
Mendota Financial Group
Wisconsin
$91.5K
TCM
2272
TruNorth Capital Management
Michigan
$87.6K -$21.8K -352 -20%
WAM
2273
WFA Asset Management
Wisconsin
$87.5K
RPA
2274
Redwood Park Advisors
California
$87.1K +$310 +5 +0.4%
LWA
2275
Lowe Wealth Advisors
Maryland
$84.4K