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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
DAM
2326
Delta Asset Management
Tennessee
$41.2K
LI
2327
LRI Investments
Florida
$40.4K
VWM
2328
Vermillion Wealth Management
Minnesota
$40.3K
TWD
2329
True Wealth Design
Ohio
$38.8K
PCA
2330
PMV Capital Advisers
Texas
$38.3K
MSFP
2331
Mark Sheptoff Financial Planning
Connecticut
$37.6K
WAG
2332
Windsor Advisory Group
Ohio
$35.7K
TC
2333
Truvestments Capital
Florida
$35.5K
EA
2334
Evolution Advisers
Virginia
$35K
ACA
2335
American Capital Advisory
Idaho
$34.9K
EWA
2336
Elevate Wealth Advisory
Georgia
$33.5K
RIA
2337
Realta Investment Advisors
Delaware
$32.7K
ACB
2338
Aristotle Capital Boston
Massachusetts
$31.4K
DWA
2339
Dougherty Wealth Advisers
Minnesota
$31K
BAM
2340
Bellevue Asset Management
Washington
$31K
MWM
2341
MorganRosel Wealth Management
Colorado
$31K
PK
2342
Pflug Koory
Nebraska
$29.5K
MDA
2343
Minot DeBlois Advisors
Massachusetts
$27K
DF
2344
DecisionPoint Financial
Arizona
$26.4K
VWWMG
2345
Vermillion & White Wealth Management Group
Pennsylvania
$25.2K
SIS
2346
Strategic Investment Solutions
Illinois
$25.1K
IRC
2347
Investors Research Corp
Georgia
$25.1K
Q1WB
2348
Quest 10 Wealth Builders
Virginia
$24.7K
WBC
2349
West Branch Capital
Massachusetts
$24.2K
C
2350
Covestor
United Kingdom
$24K