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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
ECM
726
Evergreen Capital Management
Washington
$5.16M
RA
727
RoundAngle Advisors
New Jersey
$5.15M
RG
728
Rathbones Group
United Kingdom
$5.15M
OSAM
729
O'Shaughnessy Asset Management
Connecticut
$5.13M
SPF
730
South Plains Financial
Texas
$5.13M
CWM
731
Cornerstone Wealth Management
Missouri
$5.09M
FGWP
732
Founders Grove Wealth Partners
Virginia
$5.08M
GWM
733
GSB Wealth Management
Connecticut
$5.07M
DJYG
734
David J. Yvars Group
Florida
$5.06M
IWM
735
IHT Wealth Management
Illinois
$5.06M
BFA
736
Bright Financial Advisors
Michigan
$5.05M
MC
737
Middleton & Co
Massachusetts
$5.05M
LIA
738
LBMC Investment Advisors
Tennessee
$4.96M
SS
739
Sound Stewardship
Kansas
$4.94M
SFB
740
STAR Financial Bank
Indiana
$4.94M
CWM
741
Castle Wealth Management
Florida
$4.92M
G
742
GenTrust
Florida
$4.92M
FPW
743
Flywheel Private Wealth
California
$4.91M
ACM
744
Armbruster Capital Management
New York
$4.91M
DWA
745
Delta Wealth Advisors
Indiana
$4.91M
GSB
746
Greenfield Savings Bank
Massachusetts
$4.9M
FF
747
Friedenthal Financial
New Jersey
$4.9M
JCM
748
Jacobi Capital Management
Pennsylvania
$4.89M
MWA
749
Muirfield Wealth Advisors
North Carolina
$4.88M
CWM
750
Cranbrook Wealth Management
Michigan
$4.86M