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iShares Core S&P Mid-Cap ETF

2,396 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, 852 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: 2,4412,396 (-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
2,396
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
LC
426
LTG Capital
Massachusetts
$12.7M
AA
427
Ancora Advisors
Ohio
$12.6M
GCA
428
Gallagher Capital Advisors
Texas
$12.6M
BFP
429
Beacon Financial Planning
Massachusetts
$12.6M
AFA
430
American Financial Advisors
Georgia
$12.6M
AIP
431
Ameritas Investment Partners
Nebraska
$12.5M
RSWM
432
Robertson Stephens Wealth Management
California
$12.5M
RSA
433
River Street Advisors
Illinois
$12.4M
WWM
434
Western Wealth Management
Colorado
$12.4M
OPS
435
Orion Portfolio Solutions
Nebraska
$12.3M
BCI
436
Brinker Capital Investments
Pennsylvania
$12.3M
JMFC
437
J.M. Forbes & Co
Massachusetts
$12.3M
NCM
438
Neumann Capital Management
California
$12.3M
RWP
439
RWA Wealth Partners
Massachusetts
$12.2M
FBT
440
First Bank & Trust
South Dakota
$12.2M
PAI
441
Pittenger & Anderson Inc
Nebraska
$12.1M
AWA
442
Arkadios Wealth Advisors
Georgia
$12.1M
HCM
443
Highview Capital Management
Illinois
$12.1M
WCFA
444
Walkner Condon Financial Advisors
Wisconsin
$12.1M
IA
445
IFG Advisory
Georgia
$12M
SP
446
SWS Partners
Ohio
$11.9M
PBF
447
Petix & Botte Financial
California
$11.9M
MWM
448
Meridian Wealth Management
Kentucky
$11.8M
EWA
449
Encompass Wealth Advisors
Oregon
$11.7M
AWM
450
AAF Wealth Management
Massachusetts
$11.7M