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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
CGFA
576
Colton Groome Financial Advisors
North Carolina
$7.91M
DWT
577
Dorsey & Whitney Trust
South Dakota
$7.88M
MWM
578
Mascoma Wealth Management
New Hampshire
$7.87M
SLT
579
St Louis Trust
Missouri
$7.87M
YP
580
YANKCOM Partnership
South Dakota
$7.87M
AA
581
Advisory Alpha
Michigan
$7.84M
CFB
582
Cullen/Frost Bankers
Texas
$7.82M
PIAS
583
PCA Investment Advisory Services
Ohio
$7.82M
MIM
584
MetLife Investment Management
New Jersey
$7.77M
RIA
585
Richwood Investment Advisors
Ohio
$7.76M
VBFG
586
Vishria Bird Financial Group
Tennessee
$7.74M
EIA
587
Eldridge Investment Advisors
New Hampshire
$7.73M
ODIJL
588
One Day In July LLC
Vermont
$7.72M
PWW
589
Pettyjohn Wood & White
Virginia
$7.7M
GIA
590
GHP Investment Advisors
Colorado
$7.7M
MF
591
Montis Financial
Massachusetts
$7.67M
RFG
592
RFP Financial Group
Georgia
$7.65M
LGA
593
Lebenthal Global Advisors
New York
$7.65M
CNBTD
594
Citizens National Bank Trust Department
Mississippi
$7.62M
WFAG
595
Wescott Financial Advisory Group
Pennsylvania
$7.62M
SWA
596
Stratos Wealth Advisors
Ohio
$7.62M
AIMC
597
Alley Investment Management Company
Illinois
$7.52M
VRM
598
Vectors Research Management
New York
$7.52M
MCM
599
Magnolia Capital Management
New York
$7.35M
GWMR
600
GC Wealth Management RIA
Massachusetts
$7.35M