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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
PWMG
1451
Private Wealth Management Group
New Jersey
$854K
ICP
1452
Interchange Capital Partners
Pennsylvania
$850K
DSA
1453
Droms Strauss Advisors
Missouri
$849K
AAMC
1454
Asset Allocation & Management Company
Illinois
$844K
OFS
1455
OneAscent Financial Services
Alabama
$844K
FAI
1456
Fiduciary Advisors Inc
Missouri
$844K
WFA
1457
Wells Financial Advisors
Massachusetts
$843K
IRAG
1458
Investment Research & Advisory Group
Georgia
$843K
WDG
1459
Wealth Dimensions Group
Ohio
$840K
CAM
1460
Carret Asset Management
New York
$834K
OAM
1461
Occidental Asset Management
California
$829K
VFG
1462
Victory Financial Group
Texas
$829K
TW
1463
Towerpoint Wealth
California
$827K
MLL
1464
Moody Lynn & Lieberson
Massachusetts
$825K
CWM
1465
CCG Wealth Management
California
$824K
BDWCC
1466
B&D White Capital Company
Texas
$823K
WPC
1467
Waters Parkerson & Co
Louisiana
$821K
POIA
1468
Pin Oak Investment Advisors
Texas
$818K
DP
1469
Dearborn Partners
Illinois
$816K
HCMT
1470
Highland Capital Management (Tennessee)
Tennessee
$816K
TWM
1471
Trueblood Wealth Management
Ohio
$814K
CAWM
1472
Capital Advisors Wealth Management
Washington
$813K
BCM
1473
Becker Capital Management
Oregon
$807K
SHFA
1474
SC&H Financial Advisors
Maryland
$805K
NCM
1475
Narwhal Capital Management
Georgia
$804K