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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
BTWM
601
Baker Tilly Wealth Management
Wisconsin
$7.33M
WS
602
Wela Strategies
Georgia
$7.29M
NL
603
NWAM LLC
Washington
$7.28M
CWM
604
Cahill Wealth Management
Michigan
$7.25M
CCM
605
Canal Capital Management
Virginia
$7.24M
UWPG
606
Ullmann Wealth Partners Group
Florida
$7.21M
FNBOH
607
First National Bank of Hutchinson
Kansas
$7.2M
TSWM
608
Triangle Securities Wealth Management
North Carolina
$7.18M
UBS AM
609
UBS AM
Illinois
$7.14M
MOS
610
MGO One Seven
Ohio
$7.1M
TDWM
611
Topel & Distasi Wealth Management
California
$7.08M
PB
612
Pinnacle Bancorp
Nebraska
$7.06M
MYIA
613
Mount Yale Investment Advisors
Colorado
$7.06M
ACA
614
Affinity Capital Advisors
California
$7.04M
AWAP
615
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$7.02M
RL
616
Rogco LP
Oklahoma
$7M
SEM
617
Strategic Equity Management
Arizona
$6.98M
PCM
618
Pennsylvania Capital Management
Pennsylvania
$6.93M
EL
619
EWA LLC
Pennsylvania
$6.92M
Chevy Chase Trust
620
Chevy Chase Trust
Maryland
$6.92M
CWA
621
Clarus Wealth Advisors
Arizona
$6.91M
ONB
622
Old National Bancorp
Indiana
$6.9M
ACA
623
Aptus Capital Advisors
Alabama
$6.9M
MF
624
Meridian Financial
Massachusetts
$6.89M
HCM
625
Hicks Capital Management
Ohio
$6.88M