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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
TCM
1376
Tufton Capital Management
Maryland
$1.03M
MJRIC
1377
Mogy Joel R Investment Counsel
California
$1.03M
WH
1378
Willner & Heller
California
$1.03M
USCWA
1379
U.S. Capital Wealth Advisors
Texas
$1.02M
CCM
1380
Colorado Capital Management
Colorado
$1.02M
CKAIS
1381
Christensen King & Associates Investment Services
Washington
$1.02M
GWM
1382
GDS Wealth Management
Texas
$1.02M
FA
1383
FF Advisors
California
$1.01M
M
1384
MOTCO
Texas
$1.01M
DIA
1385
Davidson Investment Advisors
Montana
$1M
GPA
1386
Garrison Point Advisors
California
$999K
PWG
1387
Private Wealth Group
Florida
$997K
BFWM
1388
Bright Futures Wealth Management
New York
$996K
LCM
1389
LVM Capital Management
Michigan
$991K
OFO
1390
OneAscent Family Office
Alabama
$990K
WWM
1391
Wolff Wiese Magana
California
$983K
C
1392
Certuity
Florida
$983K
IWP
1393
Invenio Wealth Partners
Florida
$979K
OWP
1394
ORG Wealth Partners
Texas
$979K
SXL
1395
Summit X LLC
Missouri
$979K
BFA
1396
Buttonwood Financial Advisors
Maryland
$977K
TA
1397
TFG Advisers
Michigan
$973K
BCM
1398
Basso Capital Management
Connecticut
$973K
HCM
1399
Howland Capital Management
Massachusetts
$972K
WTA
1400
Washington Trust Advisors
Massachusetts
$970K