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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
AP
1401
Appleton Partners
Massachusetts
$970K
PA
1402
PSI Advisors
Florida
$968K
WA
1403
WBH Advisory
Maryland
$965K
MCM
1404
MV Capital Management
Maryland
$965K
HNW
1405
High Note Wealth
Minnesota
$962K
EAM
1406
Evanson Asset Management
California
$959K
KSWA
1407
Kathleen S. Wright Associates
Pennsylvania
$949K
COCM
1408
Charter Oak Capital Management
New Hampshire
$947K
AAP
1409
Arax Advisory Partners
Colorado
$945K
CL
1410
COWA LLC
Oklahoma
$944K
CT
1411
Clearstead Trust
Maine
$943K
WCG
1412
Weaver Consulting Group
California
$941K
TIA
1413
Traphagen Investment Advisors
New Jersey
$940K
GL
1414
Gerber LLC
Ohio
$937K
PCG
1415
Prosperity Consulting Group
Maryland
$933K
MCA
1416
Magnolia Capital Advisors
Mississippi
$918K
OCM
1417
One Capital Management
California
$914K
MWM
1418
Modern Wealth Management
Kansas
$914K
WC
1419
Westhampton Capital
North Carolina
$913K
FFA
1420
Founders Financial Alliance
North Carolina
$912K
JFG
1421
JMG Financial Group
Illinois
$911K
CCA
1422
Cobblestone Capital Advisors
New York
$908K
LWM
1423
Lakeridge Wealth Management
Ohio
$907K
FSWA
1424
Financial Synergies Wealth Advisors
Texas
$907K
WSWA
1425
Warren Street Wealth Advisors
California
$904K