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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
BWA
626
Bordeaux Wealth Advisors
California
$6.86M
CIAS
627
Capital Investment Advisory Services
North Carolina
$6.86M
MA
628
Mutual Advisors
Nebraska
$6.85M
BHIA
629
Birch Hill Investment Advisors
Massachusetts
$6.82M
FG
630
Fiduciary Group
Georgia
$6.81M
LIA
631
Lynx Investment Advisory
District of Columbia
$6.81M
EWA
632
Exencial Wealth Advisors
Oklahoma
$6.81M
PGFC
633
Peapack-Gladstone Financial Corp
New Jersey
$6.81M
PFS
634
Prospera Financial Services
Texas
$6.78M
SCA
635
Snowden Capital Advisors
New York
$6.76M
SW
636
SlateStone Wealth
Florida
$6.76M
NEAM
637
New England Asset Management
Connecticut
$6.74M
SCM
638
SOL Capital Management
Maryland
$6.73M
SIAM
639
Sterling Investment Advisors (Missouri)
Missouri
$6.68M
GWM
640
Global Wealth Management
New Jersey
$6.67M
WG
641
Watchman Group
Texas
$6.67M
BCM
642
Boltwood Capital Management
California
$6.66M
MFG
643
Merit Financial Group
Georgia
$6.65M
CPW
644
Crestmont Private Wealth
Texas
$6.63M
BOH
645
Bank of Hawaii
Hawaii
$6.56M
FHA
646
Flagship Harbor Advisors
Massachusetts
$6.56M
AF
647
Apollon Financial
South Carolina
$6.55M
CCWA
648
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.54M
BAM
649
Belpointe Asset Management
Nevada
$6.53M
OWM
650
Opes Wealth Management
California
$6.51M