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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
SB
926
Strategic Blueprint
Georgia
$2.98M
FFO
927
Fortitude Family Office
Arizona
$2.98M
Empower Advisory Group
928
Empower Advisory Group
Colorado
$2.98M
FWM
929
ForthRight Wealth Management
Georgia
$2.98M
CA
930
Crumly & Associates
Illinois
$2.96M
CA
931
Claro Advisors
Massachusetts
$2.96M
BC
932
Bowman & Company
Wisconsin
$2.95M
KWA
933
Kingswood Wealth Advisors
California
$2.92M
QWM
934
Quadcap Wealth Management
Texas
$2.9M
Deutsche Bank
935
Deutsche Bank
Germany
$2.9M
CFFP
936
Center for Financial Planning
Michigan
$2.88M
IA
937
Insight Advisors
Pennsylvania
$2.88M
GSWM
938
Golden State Wealth Management
California
$2.87M
OC
939
Oakworth Capital
Alabama
$2.87M
SAS
940
Stelac Advisory Services
New York
$2.86M
DAS
941
Diversify Advisory Services
Utah
$2.86M
BRM
942
Boston Research & Management
Massachusetts
$2.85M
BONH
943
Bank of New Hampshire
New Hampshire
$2.82M
GPI
944
General Partner Inc
Pennsylvania
$2.82M
TAM
945
Townsend Asset Management
North Carolina
$2.8M
CMAI
946
Capital Management Associates Inc
Minnesota
$2.8M
WS
947
Wedbush Securities
California
$2.78M
HFS
948
Howard Financial Services
Texas
$2.77M
BCA
949
Bay Capital Advisors
Virginia
$2.77M
PG
950
Patten Group
Tennessee
$2.77M