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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
EPA
1226
Element Pointe Advisors
Florida
$1.45M
AWA
1227
Arete Wealth Advisors
Illinois
$1.44M
RMCM
1228
Reynders McVeigh Capital Management
Massachusetts
$1.44M
IAIM
1229
International Assets Investment Management
Florida
$1.44M
AIP
1230
Alexis Investment Partners
Texas
$1.44M
CCA
1231
Carrera Capital Advisors
Michigan
$1.43M
MIA
1232
MMBG Investment Advisors
Florida
$1.43M
AA
1233
Armis Advisers
Georgia
$1.43M
OWA
1234
Octavia Wealth Advisors
Ohio
$1.43M
IPWA
1235
International Private Wealth Advisors
California
$1.42M
1WM
1236
1900 Wealth Management
Texas
$1.42M
DSC
1237
Duncker Streett & Co
Missouri
$1.42M
VCP
1238
Verus Capital Partners
Arizona
$1.42M
GWA
1239
GGM Wealth Advisors
Maryland
$1.41M
WCM
1240
Winthrop Capital Management
Indiana
$1.41M
FIA
1241
Foundations Investment Advisors
Arizona
$1.41M
BWA
1242
Beam Wealth Advisors
Louisiana
$1.4M
RMP
1243
Richards, Merrill & Peterson
Washington
$1.4M
TMWM
1244
Taylor & Morgan Wealth Management
Michigan
$1.39M
GI
1245
GS Investments
Minnesota
$1.37M
EGWAG
1246
Elwood & Goetz Wealth Advisory Group
Georgia
$1.37M
CPP
1247
Capasso Planning Partners
South Carolina
$1.36M
FGA
1248
Fortis Group Advisors
New Jersey
$1.36M
TBT
1249
Texas Bank & Trust
Texas
$1.35M
CWM
1250
Calamos Wealth Management
Illinois
$1.35M