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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
ST
1326
Spinnaker Trust
Maine
$1.14M
PFA
1327
Pinnacle Family Advisors
Missouri
$1.14M
SL
1328
SFM LLC
New Hampshire
$1.14M
CCWM
1329
Cassaday & Co Wealth Management
Virginia
$1.13M
NCM
1330
NCM Capital Management
New Jersey
$1.13M
AWM
1331
Ameliora Wealth Management
Switzerland
$1.13M
CNBOF
1332
City National Bank of Florida
Florida
$1.12M
TWP
1333
Tempus Wealth Planning
California
$1.11M
CL
1334
CLG LLC
California
$1.11M
Fisher Asset Management
1335
Fisher Asset Management
Washington
$1.11M
LC
1336
Lincoln Capital
Nebraska
$1.11M
FFA
1337
Fortune Financial Advisors
Kansas
$1.1M
TSMHT
1338
Thurston Springer Miller Herd & Titak
Indiana
$1.1M
MWA
1339
Midland Wealth Advisors
Illinois
$1.1M
CIA
1340
Compass Ion Advisors
Pennsylvania
$1.09M
IAS
1341
Insigneo Advisory Services
Florida
$1.09M
MAM
1342
MMA Asset Management
Pennsylvania
$1.09M
CCA
1343
Conservest Capital Advisors
Pennsylvania
$1.09M
KCP
1344
Kera Capital Partners
California
$1.09M
PTB
1345
Pioneer Trust Bank
Oregon
$1.09M
RWM
1346
Ritholtz Wealth Management
New York
$1.08M
GAM
1347
Gemmer Asset Management
California
$1.08M
BWM
1348
Bernard Wealth Management
Michigan
$1.08M
GWM
1349
Greenwich Wealth Management
Connecticut
$1.08M
JWWM
1350
Johnson & White Wealth Management
Pennsylvania
$1.07M