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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
TAM
251
Titleist Asset Management
Texas
$25.8M
NFG
252
Nations Financial Group
Iowa
$25.6M
B
253
Bailard
California
$25.4M
ACM
254
Arcataur Capital Management
Wisconsin
$25M
VCM
255
Verde Capital Management
Michigan
$25M
ASN
256
Advisory Services Network
Georgia
$25M
CFP
257
Catalyst Financial Partners
Massachusetts
$24.9M
RC
258
Randolph Company
Ohio
$24.7M
AA
259
ALPS Advisors
Colorado
$24.7M
NYLIM
260
New York Life Investment Management
New York
$24.5M
WAS
261
Wealth Advisory Solutions
Indiana
$24.4M
NA
262
NewEdge Advisors
Louisiana
$24.4M
DCM
263
Dupont Capital Management
Delaware
$24.3M
BWP
264
BlueStem Wealth Partners
Minnesota
$24.2M
SWA
265
Serenus Wealth Advisors
California
$24.2M
BAMG
266
Brand Asset Management Group
Missouri
$24M
WFA
267
West Financial Advisors
Iowa
$23.5M
LP
268
LGL Partners
Pennsylvania
$23.4M
KCM
269
Kanawha Capital Management
Virginia
$23.2M
IFPL
270
Investments & Financial Planning LLC
Kentucky
$23.2M
FWIA
271
Fort Washington Investment Advisors
Ohio
$23M
Lido Advisors
272
Lido Advisors
California
$22.9M
MAM
273
Mullooly Asset Management
New Jersey
$22.9M
SF
274
Summit Financial
New Jersey
$22.8M
OIA
275
OneDigital Investment Advisors
Kansas
$22.8M