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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
CNB
951
Camden National Bank
Maine
$2.75M
FCFC
952
First Commonwealth Financial Corp
Pennsylvania
$2.75M
UF
953
Univest Financial
Pennsylvania
$2.73M
TWG
954
The Wealth Group
Minnesota
$2.73M
IAS
955
Investment Advisory Services
Texas
$2.73M
UBP
956
Union Bancaire Privee
Switzerland
$2.72M
GSIAS
957
Garden State Investment Advisory Services
New Jersey
$2.72M
Betterment LLC
958
Betterment LLC
New York
$2.72M
NP
959
NorthRock Partners
Minnesota
$2.72M
ATWA
960
Arbor Trust Wealth Advisors
Michigan
$2.7M
CFC
961
Client First Capital
California
$2.69M
ACM
962
AUA Capital Management
Pennsylvania
$2.68M
ANC
963
Ames National Corp
Iowa
$2.68M
FCA
964
FLC Capital Advisors
California
$2.66M
RWPA
965
Richard W. Paul & Associates
Michigan
$2.65M
PCA
966
Providence Capital Advisors
North Carolina
$2.65M
RWM
967
Rockwood Wealth Management
Pennsylvania
$2.65M
DFA
968
Delta Financial Advisors
Louisiana
$2.64M
PA
969
Procyon Advisors
Connecticut
$2.63M
NEPWA
970
New England Private Wealth Advisors
Massachusetts
$2.63M
SWM
971
SigFig Wealth Management
California
$2.62M
EFG
972
Embree Financial Group
Illinois
$2.62M
CG
973
Curat Global
New Hampshire
$2.61M
CIR
974
Clear Investment Research
Georgia
$2.6M
SF
975
SWP Financial
California
$2.59M