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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
SIC
1426
Samalin Investment Counsel
New York
$902K
ABTD
1427
Arvest Bank Trust Division
Oklahoma
$901K
AIM
1428
Anchor Investment Management
South Carolina
$901K
TYCC
1429
Texas Yale Capital Corp
Florida
$901K
OPA
1430
Old Port Advisors
Maine
$899K
RPGK
1431
Retirement Planning Group (Kansas)
Kansas
$897K
HCM
1432
Hollencrest Capital Management
California
$886K
HA
1433
HFG Advisors
Ohio
$885K
OAS
1434
Optivise Advisory Services
Tennessee
$883K
IIM
1435
Ipswich Investment Management
Massachusetts
$881K
PWP
1436
Principle Wealth Partners
Connecticut
$881K
BIAS
1437
Beacon Investment Advisory Services
New Jersey
$879K
SW
1438
SteelPeak Wealth
California
$877K
SG Americas Securities
1439
SG Americas Securities
New York
$875K
MFGM
1440
Marshall Financial Group (Maryland)
Maryland
$875K
NRG
1441
Nemes Rush Group
Michigan
$875K
TIM
1442
Thompson Investment Management
Wisconsin
$874K
PJWM
1443
Philip James Wealth Mangement
Georgia
$874K
SEIA
1444
Signature Estate & Investment Advisors
California
$871K
EWA
1445
ERTS Wealth Advisors
Michigan
$871K
SBIA
1446
Sheaff Brock Investment Advisors
Indiana
$870K
FCH
1447
Freestone Capital Holdings
Washington
$863K
Invesco
1448
Invesco
Georgia
$857K
KA
1449
Kooman & Associates
Pennsylvania
$856K
RWS
1450
Retirement Wealth Solutions
Wisconsin
$854K