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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
KP
851
Keel Point
Alabama
$3.83M
NB
852
NBT Bank
New York
$3.82M
HIA
853
HTG Investment Advisors
Connecticut
$3.81M
IJWM
854
Inman Jager Wealth Management
Mississippi
$3.81M
WF
855
Welch & Forbes
Massachusetts
$3.81M
WJA
856
Willis Johnson & Associates
Texas
$3.8M
LNWTC
857
Laird Norton Wetherby Trust Company
Washington
$3.78M
SR
858
Syntax Research
Florida
$3.77M
NCM
859
Next Capital Management
New York
$3.76M
EG
860
Ellerson Group
Maryland
$3.76M
SMWM
861
Silvia McColl Wealth Management
California
$3.76M
FFS
862
Fortress Financial Solutions
Arizona
$3.75M
SWA
863
SOA Wealth Advisors
New York
$3.73M
MWP
864
Moller Wealth Partners
$3.73M
CC
865
Callan Capital
California
$3.72M
BFG
866
Bleakley Financial Group
New Jersey
$3.72M
GAM
867
Gotham Asset Management
New York
$3.72M
MCM
868
MidAtlantic Capital Management
Virginia
$3.7M
ES
869
ETF Store
Kansas
$3.7M
AIM
870
Alhambra Investment Management
Florida
$3.69M
AFA
871
AA Financial Advisors
Ohio
$3.68M
SF
872
Symphony Financial
Texas
$3.65M
VPW
873
Variant Private Wealth
Virginia
$3.64M
HIA
874
Harbor Investment Advisory
Maryland
$3.63M
ONST
875
Old North State Trust
North Carolina
$3.63M