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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
PPWP
976
Premier Path Wealth Partners
New Jersey
$2.59M
AF
977
Apexium Financial
Texas
$2.59M
SGK
978
Steigerwald Gordon & Koch
Virginia
$2.58M
HSA
979
HBK Sorce Advisory
Pennsylvania
$2.58M
CB
980
Cadence Bank
Mississippi
$2.58M
MWM
981
Maridea Wealth Management
New York
$2.57M
CPRC
982
Consolidated Portfolio Review Corp
New York
$2.57M
CPC
983
Congress Park Capital
New York
$2.56M
PCMF
984
Private Capital Management (Florida)
Florida
$2.56M
WCWM
985
Willow Creek Wealth Management
California
$2.56M
CIC
986
Carnegie Investment Counsel
Ohio
$2.56M
PCA
987
Prosperity Capital Advisors
Ohio
$2.55M
FB
988
Fulton Bank
Pennsylvania
$2.55M
AFM
989
Armstrong Fleming & Moore
District of Columbia
$2.55M
MTIC
990
Missouri Trust & Investment Company
Missouri
$2.55M
CA
991
Continuum Advisory
Idaho
$2.53M
HWMT
992
Heritage Wealth Management (Texas)
Texas
$2.53M
GHA
993
GW Henssler & Associates
Georgia
$2.52M
Koshinski Asset Management
994
Koshinski Asset Management
Illinois
$2.52M
KOMWMG
995
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.5M
VIM
996
Vista Investment Management
Pennsylvania
$2.5M
LWM
997
Lyell Wealth Management
California
$2.5M
CCP
998
Cushing Capital Partners
Wisconsin
$2.49M
RWM
999
Rialto Wealth Management
New York
$2.49M
G
1000
Gainplan
Michigan
$2.46M