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iShares Core S&P Mid-Cap ETF

2,417 hedge funds and large institutions have $75.6B invested in iShares Core S&P Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 962 increasing their positions, 988 reducing their positions, and 87 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 funds holding

Funds holding:

0.46% more ownership

Funds ownership: 78.98%79.44% (+0.46%)

3% less repeat investments, than reductions

Existing positions increased: 962 | Existing positions reduced: 988

2% less funds holding in top 10

Funds holding in top 10: 365358 (-7)

Holders
2,417
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
358
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
MSWA
2326
Marshall & Sterling Wealth Advisors
New York
$55.7K
BIM
2327
Breakwater Investment Management
Washington
$55.5K
TIM
2328
Total Investment Management
Arizona
$54.2K
KFP
2329
Keener Financial Planning
Texas
$51K
RF
2330
Roxbury Financial
New Jersey
$49.8K
APW
2331
Aventura Private Wealth
Florida
$49.1K
IF
2332
Integrity Financial
Wyoming
$48.1K
CIA
2333
Cape Investment Advisory
Georgia
$46.5K
SWIM
2334
Smallwood Wealth Investment Management
New Jersey
$46.5K
NFSG
2335
Newbridge Financial Services Group
Florida
$43.1K
OW
2336
Olistico Wealth
Oklahoma
$43.1K
AIM
2337
Access Investment Management
Georgia
$41.9K
FIM
2338
FWL Investment Management
Texas
$41.2K
DAM
2339
Delta Asset Management
Tennessee
$41.2K
LI
2340
LRI Investments
Florida
$40.4K
VWM
2341
Vermillion Wealth Management
Minnesota
$40.3K
TWD
2342
True Wealth Design
Ohio
$38.8K
PCA
2343
PMV Capital Advisers
Texas
$38.3K
MSFP
2344
Mark Sheptoff Financial Planning
Connecticut
$37.6K
WAG
2345
Windsor Advisory Group
Ohio
$35.7K
TC
2346
Truvestments Capital
Florida
$35.5K
EA
2347
Evolution Advisers
Virginia
$35K
ACA
2348
American Capital Advisory
Idaho
$34.9K
EWA
2349
Elevate Wealth Advisory
Georgia
$33.5K
RIA
2350
Realta Investment Advisors
Delaware
$32.7K