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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
LSPW
551
Lake Street Private Wealth
Illinois
$8.47M
WB
552
WesBanco Bank
West Virginia
$8.47M
SW
553
StrongBox Wealth
Missouri
$8.39M
ST
554
Sageworth Trust
Pennsylvania
$8.36M
ISWM
555
Independent Solutions Wealth Management
New York
$8.28M
RWS
556
Rochester Wealth Strategies
Michigan
$8.24M
DC
557
Destiny Capital
Colorado
$8.23M
CT
558
Caldwell Trust
Florida
$8.11M
BWA
559
BlueChip Wealth Advisors
Georgia
$8.11M
EW
560
Elyxium Wealth
California
$8.1M
SFC
561
Strategic Financial Concepts
Texas
$8.09M
FF
562
Finley Financial
Nevada
$8.09M
RP
563
Rice Partnership
Hawaii
$8.09M
PWA
564
Physician Wealth Advisors
Utah
$8.08M
TA
565
Tectonic Advisors
Texas
$8.07M
GCA
566
Greenwood Capital Associates
South Carolina
$8.07M
BHBT
567
Burke & Herbert Bank & Trust
Virginia
$8.01M
EB
568
Eastern Bank
Massachusetts
$7.99M
NCM
569
Novare Capital Management
North Carolina
$7.98M
LKWM
570
Lee-Kelleher Wealth Management
Maryland
$7.98M
KWM
571
Kingsview Wealth Management
Oregon
$7.96M
NHT
572
New Hampshire Trust
New Hampshire
$7.95M
PCP
573
Panoramic Capital Partners
Oregon
$7.94M
LC
574
Lindbrook Capital
California
$7.92M
BMD
575
Better Money Decisions
New Mexico
$7.92M