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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
STA
1276
Smith Thornton Advisors
Alabama
$1.27M
BPC
1277
Bearing Point Capital
Minnesota
$1.27M
WA
1278
Wealthstream Advisors
New York
$1.27M
LNB
1279
Ledyard National Bank
$1.26M
SCM
1280
Sage Capital Management
New Jersey
$1.26M
CCA
1281
Clearwater Capital Advisors
Illinois
$1.26M
BLC
1282
Brown, Lisle/Cummings
Rhode Island
$1.26M
OC
1283
Oarsman Capital
Wisconsin
$1.26M
CG
1284
Cynosure Group
Utah
$1.26M
KCPG
1285
Kavar Capital Partners Group
Kansas
$1.25M
TIM
1286
Tortoise Investment Management
New York
$1.25M
IPW
1287
Invictus Private Wealth
Colorado
$1.25M
Russell Investments Group
1288
Russell Investments Group
United Kingdom
$1.25M
AWA
1289
ARQ Wealth Advisors
Arizona
$1.25M
TW
1290
TritonPoint Wealth
Maryland
$1.25M
WMP
1291
Wealth Management Partners
Arizona
$1.24M
DI
1292
Disciplined Investments
Oklahoma
$1.23M
SAM
1293
Smartleaf Asset Management
Massachusetts
$1.23M
Legal & General Group
1294
Legal & General Group
United Kingdom
$1.23M
SWM
1295
Shakespeare Wealth Management
Wisconsin
$1.23M
MWA
1296
Motive Wealth Advisors
Michigan
$1.23M
DWM
1297
Diversify Wealth Management
Utah
$1.22M
TIAM2
1298
Tru Independence Asset Management 2
Oregon
$1.22M
SWA
1299
Strata Wealth Advisors
Texas
$1.21M
WPW
1300
Watershed Private Wealth
Illinois
$1.21M