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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
JWM
651
JPL Wealth Management
Colorado
$6.51M
QCIG
652
Quad-Cities Investment Group
Iowa
$6.5M
AWMG
653
ADG Wealth Management Group
Louisiana
$6.5M
IA
654
IFS Advisors
Kansas
$6.49M
ANBT
655
American National Bank & Trust
Texas
$6.4M
PFA
656
Pettinga Financial Advisors
Indiana
$6.38M
WIA
657
World Investment Advisors
California
$6.37M
BWM
658
Boyd Wealth Management
California
$6.35M
LT
659
Legacy Trust
Michigan
$6.35M
P
660
Pitcairn
Pennsylvania
$6.35M
CI
661
Cambiar Investors
Colorado
$6.27M
AFP
662
Alpha Financial Partners
Kentucky
$6.26M
SSWM
663
Sheets Smith Wealth Management
North Carolina
$6.26M
SSW
664
Smith Shellnut Wilson
Mississippi
$6.25M
EWM
665
EPG Wealth Management
Georgia
$6.24M
FC
666
Financial Council
Maryland
$6.24M
CWA
667
Cascade Wealth Advisors
Washington
$6.23M
BB
668
Busey Bank
Illinois
$6.2M
RCM
669
Richardson Capital Management
Wisconsin
$6.2M
CSA
670
Cottage Street Advisors
Massachusetts
$6.15M
EFS
671
Essex Financial Services
Connecticut
$6.13M
TCG
672
Transcendent Capital Group
Oklahoma
$6.1M
RCAG
673
Rehmann Capital Advisory Group
Michigan
$6.03M
BOJHT
674
Bank of Jackson Hole Trust
Wyoming
$6M
CFS
675
CGC Financial Services
Oregon
$5.99M