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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
PI
476
Pachira Investments
California
$10.7M
MWM
477
MTC Wealth Management
Florida
$10.6M
LWM
478
LeConte Wealth Management
Tennessee
$10.6M
PA
479
Parallel Advisors
California
$10.6M
TCM
480
Towercrest Capital Management
Pennsylvania
$10.5M
MFA
481
Mayflower Financial Advisors
Massachusetts
$10.5M
SIC
482
Sterling Investment Counsel
New York
$10.5M
FWTB
483
First Western Trust Bank
Colorado
$10.5M
OFG
484
Omega Financial Group
California
$10.5M
ACM
485
Advisors Capital Management
New Jersey
$10.4M
NGA
486
Naples Global Advisors
Florida
$10.4M
CIA
487
Choate Investment Advisors
Massachusetts
$10.4M
RAM
488
Riggs Asset Management
Pennsylvania
$10.4M
GC
489
Grimes & Company
Massachusetts
$10.2M
CB
490
Commerce Bank
Missouri
$10.2M
AF
491
Affiance Financial
Minnesota
$10.2M
VCM
492
Vision Capital Management
Oregon
$10.2M
GWMIA
493
Global Wealth Management Investment Advisory
Florida
$10.1M
1NWS
494
1 North Wealth Services
Maryland
$10.1M
PWM
495
Partnership Wealth Management
Maryland
$10.1M
OWM
496
Olympus Wealth Management
Utah
$10.1M
ACP
497
Arcus Capital Partners
Georgia
$10.1M
MM
498
Meridian Management
Arkansas
$10.1M
PG
499
Proffitt & Goodson
Tennessee
$10M
HWM
500
HB Wealth Management
Georgia
$10M