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iShares Core S&P Mid-Cap ETF

2,395 hedge funds and large institutions have $70.8B invested in iShares Core S&P Mid-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 1,108 increasing their positions, 851 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

2% less funds holding

Funds holding: 2,4402,395 (-45)

6% less funds holding in top 10

Funds holding in top 10: 388365 (-23)

8% less capital invested

Capital invested by funds: $77.2B → $70.8B (-$6.41B)

Holders
2,395
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
365
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$32.4M
Puts
$8.43M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIP
2476
Capital Insight Partners
Arizona
CWP
2477
Cyndeo Wealth Partners
Florida
WIC
2478
Wilkins Investment Counsel
Massachusetts
FVCM
2479
F&V Capital Management
Florida
SFP
2480
Strategic Financial Planning
Texas
WPC
2481
White Pine Capital
Minnesota
LWP
2482
LeClair Wealth Partners
Ohio
RWM
2483
Reston Wealth Management
Virginia
TAM
2484
TCP Asset Management
Ohio
C1AG
2485
Client 1st Advisory Group
Florida
LHWM
2486
Lake Hills Wealth Management
Texas
VAMG
2487
Voisard Asset Management Group
Michigan
RC
2488
Rovin Capital
Arizona
SA
2489
Seneschal Advisors
Washington
BP
2490
BBR Partners
New York
MWA
2491
Monograph Wealth Advisors
California
RA
2492
Rodgers & Associates
Pennsylvania
CMI
2493
Clare Market Investments
Texas
TH
2494
Team Hewins
California
DC
2495
DeDora Capital
California
MFG
2496
Menard Financial Group
Texas
SMAM
2497
Sugar Maple Asset Management
Wisconsin
CJ
2498
Caitlin John
Michigan
MG
2499
MilWealth Group
Wisconsin
BPAMU
2500
BTG Pactual Asset Management US
New York