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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
BCM
2301
Blume Capital Management
California
$66.1K
OAJ
2302
Ogorek Anthony Joseph
New York
$65K
CMP
2303
Coston McIsaac & Partners
Maine
$65K
FWA
2304
Flagship Wealth Advisors
Massachusetts
$63.9K
SWP
2305
Strategic Wealth Partners
Ohio
$63.4K
GK
2306
Graney & King
New York
$63.3K
MWA
2307
Moser Wealth Advisors
Washington
$62K
CTC
2308
Cetera Trust Company
Minnesota
$62K
CFS
2309
Compass Financial Services
Iowa
$62K
BHWM
2310
Beaird Harris Wealth Management
Texas
$61.4K
DWS
2311
Dynamic Wealth Strategies
California
$58.9K
BA
2312
Ballast Advisors
Minnesota
$58.3K
ACA
2313
Atlas Capital Advisors
Wyoming
$58K
MSWA
2314
Marshall & Sterling Wealth Advisors
New York
$55.7K
BIM
2315
Breakwater Investment Management
Washington
$55.5K
TIM
2316
Total Investment Management
Arizona
$54.2K
KFP
2317
Keener Financial Planning
Texas
$51K
RF
2318
Roxbury Financial
New Jersey
$49.8K
IF
2319
Integrity Financial
Wyoming
$48.1K
SWIM
2320
Smallwood Wealth Investment Management
New Jersey
$46.5K
CIA
2321
Cape Investment Advisory
Georgia
$46.5K
NFSG
2322
Newbridge Financial Services Group
Florida
$43.1K
OW
2323
Olistico Wealth
Oklahoma
$43.1K
AIM
2324
Access Investment Management
Georgia
$41.9K
FIM
2325
FWL Investment Management
Texas
$41.2K