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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
Tudor Investment Corp
826
Tudor Investment Corp
Connecticut
$4.04M
PAM
827
Palisade Asset Management
Minnesota
$4.03M
BSTWA
828
Blake Schutter Theil Wealth Advisors
Ohio
$4.02M
NG
829
Novem Group
New York
$4.01M
BWCS
830
Beirne Wealth Consulting Services
Connecticut
$4.01M
SAM
831
Smithbridge Asset Management
Pennsylvania
$4.01M
KWM
832
Kaydan Wealth Management
Michigan
$4.01M
MWA
833
Merkkuri Wealth Advisors
New York
$3.99M
CAM
834
Cozad Asset Management
Illinois
$3.99M
DQRIM
835
Dale Q Rice Investment Management
Washington
$3.98M
NDSI
836
Newman Dignan & Sheerar Inc
Rhode Island
$3.98M
MSAM
837
Moloney Securities Asset Management
Missouri
$3.97M
AL
838
Aspiriant LLC
California
$3.96M
RWA
839
River Wealth Advisors
Pennsylvania
$3.95M
PMG
840
ProVise Management Group
Florida
$3.94M
PR
841
Payden & Rygel
California
$3.94M
UCB
842
United Community Bank
South Carolina
$3.92M
RFN
843
RDA Financial Network
Iowa
$3.92M
SIG
844
Sky Investment Group
Connecticut
$3.91M
GWS
845
Greykasell Wealth Strategies
California
$3.89M
LF
846
LifeSteps Financial
California
$3.87M
PPWM
847
PFG Private Wealth Management
Florida
$3.86M
BCG
848
Breakwater Capital Group
New Jersey
$3.85M
ALA
849
Atlas Legacy Advisors
California
$3.84M
CBT
850
Central Bank & Trust
Kentucky
$3.84M