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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
WP
901
Wealthspan Partners
Iowa
$3.31M
AM
902
AGF Management
Ontario, Canada
$3.3M
KAS
903
KPP Advisory Services
Kentucky
$3.3M
IA
904
IFC Advisors
California
$3.29M
BFS
905
Bradley Foster & Sargent
Connecticut
$3.28M
KFO
906
Kopp Family Office
Minnesota
$3.27M
FI
907
Fosun International
China
$3.27M
KTA
908
Keeley-Teton Advisors
Illinois
$3.26M
BMCM
909
Bryn Mawr Capital Management
Pennsylvania
$3.25M
AWP
910
Axis Wealth Partners
Rhode Island
$3.24M
HPC
911
HM Payson & Co
Maine
$3.24M
CV
912
Counterweight Ventures
North Carolina
$3.23M
CAAM
913
Cornerstone Advisors Asset Management
Pennsylvania
$3.2M
3F
914
360 Financial
Minnesota
$3.19M
BFO
915
Boston Family Office
Massachusetts
$3.19M
FTC
916
Farmers Trust Company
Ohio
$3.18M
PIA
917
Perennial Investment Advisors
California
$3.16M
JAA
918
Joel Adams & Associates
North Carolina
$3.15M
BWM
919
Birchcreek Wealth Management
Ohio
$3.13M
BWG
920
Balanced Wealth Group
Ohio
$3.13M
KV
921
Kickstand Ventures
New York
$3.07M
FSG
922
Financial Strategies Group
Michigan
$3.07M
FG
923
Fairman Group
Pennsylvania
$3.05M
TFA
924
Trinity Financial Advisors
Ohio
$3.05M
CWM
925
C2C Wealth Management
Arizona
$3.02M