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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 %
HAP
2276
Harbor Asset Planning
Massachusetts
$82.5K +$82.5K +1,331 New
FCMT
2277
Founders Capital Management (Texas)
Texas
$79.4K +$62 +1 +0.1%
BCMLT
2278
Beacon Capital Management LLC (Tennessee)
Tennessee
$79K -$60.8K -980 -43%
SIC
2279
SJS Investment Consulting
Ohio
$78.8K -$88.7K -1,430 -53%
WIM
2280
Westside Investment Management
California
$77.9K -$4.4K -71 -5%
ATC
2281
Advantage Trust Company
Kansas
$77.8K
PC
2282
Promus Capital
Illinois
$75.8K +$75.8K +1,222 New
KWM
2283
Kiker Wealth Management
Georgia
$72.3K -$61.5K -991 -46%
PP
2284
PrairieView Partners
Minnesota
$70K
PSFG
2285
Park Square Financial Group
Georgia
$68.5K
CWM
2286
CarsonAllaria Wealth Management
Illinois
$68.4K +$29.2K +470 +74%
BIA
2287
Bell Investment Advisors
California
$67.9K +$67.9K +1,095 New
BCM
2288
Blume Capital Management
California
$66.1K
OAJ
2289
Ogorek Anthony Joseph
New York
$65K -$13.3K -217 -17%
CMP
2290
Coston McIsaac & Partners
Maine
$65K
FWA
2291
Flagship Wealth Advisors
Massachusetts
$63.9K
SWP
2292
Strategic Wealth Partners
Ohio
$63.4K +$63.4K +1,022 New
GK
2293
Graney & King
New York
$63.3K +$745 +12 +1%
MWA
2294
Moser Wealth Advisors
Washington
$62K -$78.7K -1,269 -56%
CTC
2295
Cetera Trust Company
Minnesota
$62K
CFS
2296
Compass Financial Services
Iowa
$62K +$186 +3 +0.3%
BHWM
2297
Beaird Harris Wealth Management
Texas
$61.4K +$7.13K +115 +13%
DWS
2298
Dynamic Wealth Strategies
California
$58.9K
BA
2299
Ballast Advisors
Minnesota
$58.3K
ACA
2300
Atlas Capital Advisors
Wyoming
$58K