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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
GDP
801
Great Diamond Partners
Maine
$4.3M
CW
802
CreativeOne Wealth
Kansas
$4.29M
UBG
803
United Bank (Georgia)
Georgia
$4.29M
VC
804
Vestor Capital
Illinois
$4.27M
SFG
805
Sather Financial Group
Texas
$4.25M
SAM
806
Securian Asset Management
Minnesota
$4.19M
SFP
807
Sterling Financial Planning
New Jersey
$4.19M
GFP
808
Gryphon Financial Partners
Ohio
$4.18M
SWP
809
Summit Wealth Partners
Florida
$4.17M
HCC
810
Hirtle Callaghan & Co
Pennsylvania
$4.17M
AFG
811
Allegheny Financial Group
Pennsylvania
$4.16M
PFGIA
812
Patriot Financial Group Insurance Agency
Massachusetts
$4.16M
IAG
813
Investment Advisory Group
Massachusetts
$4.16M
SAF
814
Smith Anglin Financial
Texas
$4.16M
CFO
815
CVA Family Office
Colorado
$4.16M
AWM
816
Aprio Wealth Management
Georgia
$4.14M
SCM
817
Sebold Capital Management
Illinois
$4.13M
UWM
818
USAdvisors Wealth Management
Minnesota
$4.1M
HIMC
819
Heritage Investors Management Corp
Maryland
$4.09M
PGWM
820
Parisi Gray Wealth Management
New Jersey
$4.08M
VPP
821
Vertex Planning Partners
Illinois
$4.07M
RF
822
Rossby Financial
Florida
$4.07M
JIP
823
Jaffetilchin Investment Partners
Florida
$4.06M
FPCG
824
Forum Private Client Group
Indiana
$4.06M
WFA
825
Wellspring Financial Advisors
Ohio
$4.05M