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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
PTC
1101
Philadelphia Trust Company
Pennsylvania
$1.9M
EW
1102
Evoke Wealth
California
$1.9M
TIA
1103
Tiemann Investment Advisors
California
$1.9M
RWP
1104
Revolve Wealth Partners
New Jersey
$1.9M
TSS
1105
Two Sigma Securities
New York
$1.89M
EB
1106
Exchange Bank
California
$1.89M
TP
1107
Tranquility Partners
Tennessee
$1.89M
KBFS
1108
Kohmann Bosshard Financial Services
Ohio
$1.89M
AWP
1109
Ascent Wealth Partners
New York
$1.89M
BWM
1110
BigSur Wealth Management
Florida
$1.88M
TSWM
1111
Tyler-Stone Wealth Management
Ohio
$1.88M
GAG
1112
GM Advisory Group
New York
$1.88M
Prudential Financial
1113
Prudential Financial
New Jersey
$1.87M
IP
1114
Investment Partners
Ohio
$1.87M
FWA
1115
FSC Wealth Advisors
New York
$1.87M
TR
1116
Tepp RIA
New Jersey
$1.86M
MBTD
1117
Mechanics Bank - Trust Department
California
$1.86M
CG
1118
Corundum Group
Colorado
$1.86M
GJIA
1119
Glass Jacobson Investment Advisors
Maryland
$1.85M
EWM
1120
Empirical Wealth Management
Washington
$1.85M
TA
1121
TFB Advisors
Kansas
$1.85M
MC
1122
Moors & Cabot
Massachusetts
$1.83M
4FG
1123
4Thought Financial Group
New York
$1.83M
WWC
1124
Waypoint Wealth Counsel
Georgia
$1.83M
TFS
1125
Thoroughbred Financial Services
Tennessee
$1.8M