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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
SC
876
SouthState Corp
Florida
$3.62M
SFS
877
Sowell Financial Services
Arkansas
$3.58M
FWM
878
Forza Wealth Management
Florida
$3.56M
EW
879
Element Wealth
Mississippi
$3.54M
MSWM
880
McGlone Suttner Wealth Management
Wisconsin
$3.52M
AQR Capital Management
881
AQR Capital Management
Connecticut
$3.51M
JIC
882
Joel Isaacson & Co
New York
$3.49M
VFP
883
Verus Financial Partners
Virginia
$3.48M
IF
884
Intrua Financial
Texas
$3.47M
NP
885
Nilsine Partners
Colorado
$3.47M
S
886
Sachetta
Massachusetts
$3.45M
HL
887
HeadInvest LLC
Maine
$3.45M
EI
888
Ellevest Inc
New York
$3.44M
AWM
889
AE Wealth Management
Kansas
$3.43M
CGPCS
890
Capital Group Private Client Services
California
$3.43M
PMWMG
891
Parr McKnight Wealth Management Group
Minnesota
$3.39M
SI
892
Stephens Inc
Arkansas
$3.38M
HNWAG
893
High Net Worth Advisory Group
Florida
$3.37M
TWC
894
TD Waterhouse Canada
Ontario, Canada
$3.35M
AWP
895
Astra Wealth Partners
New Jersey
$3.34M
WA
896
Wealth Alliance
New York
$3.34M
BFWA
897
Benchmark Financial Wealth Advisors
Florida
$3.33M
WIA
898
Wetzel Investment Advisors
Indiana
$3.33M
GFWA
899
Grey Fox Wealth Advisors
Delaware
$3.32M
HWM
900
HighMark Wealth Management
Minnesota
$3.32M