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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
OWA
1201
One Wealth Advisors
California
$1.53M
SDWMA
1202
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.53M
CCM
1203
Condor Capital Management
New Jersey
$1.53M
KW
1204
KWB Wealth
California
$1.52M
ZF
1205
Zhang Financial
Michigan
$1.52M
MAWCM
1206
Mine & Arao Wealth Creation & Management
California
$1.51M
TFA
1207
Tranquilli Financial Advisor
New Jersey
$1.51M
GF
1208
GGM Financials
Ohio
$1.5M
MWAM
1209
Manhattan West Asset Management
California
$1.5M
CD
1210
Chapin Davis
Maryland
$1.5M
SS
1211
Sunbelt Securities
Texas
$1.5M
MAS
1212
MPWM Advisory Solutions
Georgia
$1.49M
FHC
1213
First Heartland Consultants
Missouri
$1.49M
SI
1214
Saxon Interests
Texas
$1.49M
WE
1215
Wealth Effects
Massachusetts
$1.49M
BFG
1216
Baron Financial Group
New Jersey
$1.48M
MAS
1217
Madden Advisory Services
Florida
$1.48M
SW
1218
Simplicity Wealth
New Jersey
$1.47M
SWM
1219
SilverOak Wealth Management
Minnesota
$1.47M
PWA
1220
Peterson Wealth Advisors
Utah
$1.47M
6F
1221
626 Financial
Michigan
$1.46M
TNBTD
1222
Trustmark National Bank Trust Department
Mississippi
$1.46M
EK
1223
Evensky & Katz
Florida
$1.46M
KJHP
1224
K.J. Harrison & Partners
Ontario, Canada
$1.45M
CCA
1225
Cora Capital Advisors
New Jersey
$1.45M