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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
RFA
2251
Register Financial Advisors
Georgia
$128K
HFS
2252
Hughes Financial Services
Virginia
$128K
CWM
2253
Copia Wealth Management
Oregon
$127K
HC
2254
Hara Capital
Washington
$127K
RMC
2255
Resources Management Corp
Connecticut
$127K
MIM
2256
MTM Investment Management
South Carolina
$126K
SMA
2257
Sage Mountain Advisors
Georgia
$126K
MFA
2258
Morling Financial Advisors
California
$125K
RI
2259
Ridgewood Investments
New Jersey
$124K
DWA
2260
Delos Wealth Advisors
Texas
$124K
CMBA
2261
C.M. Bidwell & Associates
Hawaii
$123K
CW
2262
Curio Wealth
Maryland
$119K
EWP
2263
Elevation Wealth Partners
California
$117K
SS
2264
SBI Securities
Japan
$116K
YDMI
2265
Y.D. More Investments
Israel
$114K
3IP
2266
3Chopt Investment Partners
Virginia
$114K
TC
2267
Trust Company
Kansas
$111K
CAWM
2268
Capital A Wealth Management
Pennsylvania
$111K
HIIFS
2269
Harel Insurance Investments & Financial Services
Israel
$109K
DMIC
2270
Dixon Mitchell Investment Counsel
British Columbia, Canada
$109K
AWM
2271
AllSquare Wealth Management
New York
$105K
CICI
2272
Capital Investment Counsel Inc
North Carolina
$105K
JFG
2273
JDM Financial Group
Texas
$105K
HC
2274
Hoese & Co
Minnesota
$104K
TFA
2275
Toth Financial Advisory
Virginia
$103K