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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
OHWP
1126
Oak Harbor Wealth Partners
North Carolina
$1.8M
CP
1127
Covenant Partners
Tennessee
$1.8M
BB
1128
Berkshire Bank
Massachusetts
$1.8M
GWS
1129
Glassman Wealth Services
Virginia
$1.8M
CCT
1130
Capital City Trust
Florida
$1.79M
DWG
1131
Darden Wealth Group
Michigan
$1.78M
HCA
1132
Harbour Capital Advisors
Virginia
$1.78M
AAG
1133
Armstrong Advisory Group
Massachusetts
$1.78M
FP
1134
Factorial Partners
New York
$1.77M
LWL
1135
Leo Wealth LLC
Texas
$1.77M
AWM
1136
Apex Wealth Management
New Hampshire
$1.76M
IP
1137
Ignite Planners
California
$1.76M
PPC
1138
Park Place Capital
Alabama
$1.76M
OCM
1139
Orion Capital Management
California
$1.76M
FNC
1140
First National Corp
Massachusetts
$1.75M
AC
1141
AWM Capital
Arizona
$1.75M
NCG
1142
Newport Capital Group
New Jersey
$1.75M
RT
1143
Rockland Trust
Massachusetts
$1.73M
IFO
1144
Independent Family Office
New York
$1.73M
IAA
1145
Independent Advisor Alliance
North Carolina
$1.72M
TIAAOA
1146
Teachers Insurance & Annuity Association of America
New York
$1.72M
RCG
1147
Regatta Capital Group
California
$1.72M
FPGK
1148
Financial Partners Group (Kansas)
Kansas
$1.72M
CFG
1149
Cooper Financial Group
California
$1.71M
FB
1150
Finward Bancorp
Indiana
$1.71M