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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
SWM
451
Spire Wealth Management
Virginia
$11.6M
SAG
452
SageView Advisory Group
California
$11.6M
CFC
453
Coyle Financial Counsel
Illinois
$11.6M
RWMH
454
Riverpoint Wealth Management Holdings
Illinois
$11.6M
CICC
455
Capital Investment Counsel (Colorado)
Colorado
$11.5M
WPW
456
Waldron Private Wealth
Pennsylvania
$11.5M
WAP
457
Wealthcare Advisory Partners
Pennsylvania
$11.5M
SQA
458
Simon Quick Advisors
New Jersey
$11.5M
Kayne Anderson Rudnick Investment Management
459
Kayne Anderson Rudnick Investment Management
California
$11.5M
FFA
460
Farther Finance Advisors
California
$11.5M
LHC
461
Little House Capital
Massachusetts
$11.4M
IA
462
IFG Advisors
Missouri
$11.4M
FHB
463
First Hawaiian Bank
Hawaii
$11.4M
GA
464
GFS Advisors
Texas
$11.2M
MBT
465
Montecito Bank & Trust
California
$11.2M
MHC
466
May Hill Capital
Massachusetts
$11.1M
PS
467
Principal Securities
Iowa
$11.1M
KPWG
468
KFA Private Wealth Group
Virginia
$11.1M
HR
469
Hardy Reed
Mississippi
$11.1M
MWP
470
Madison Wealth Partners
Wisconsin
$11.1M
KFP
471
KMG Fiduciary Partners
Ohio
$11.1M
HFS
472
Hopwood Financial Services
Virginia
$11M
FW
473
Fairway Wealth
Ohio
$11M
SF
474
Synovus Financial
Georgia
$10.9M
ANTB
475
AMG National Trust Bank
Colorado
$10.9M