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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
CCG
1476
Chatham Capital Group
Georgia
$803K
NSIM
1477
North Star Investment Management
Illinois
$802K
CPC
1478
Consolidated Planning Corp
Georgia
$799K
ZIC
1479
ZWJ Investment Counsel
Georgia
$797K
PWS
1480
Proactive Wealth Strategies
Georgia
$797K
BCM
1481
Brookmont Capital Management
Texas
$795K
FPCP
1482
Fort Point Capital Partners
California
$792K
HBWM
1483
Hollow Brook Wealth Management
New York
$792K
NLP
1484
Next Level Private
New York
$791K
SC
1485
Sepio Capital
Utah
$790K
BFS
1486
BridgePort Financial Solutions
Iowa
$790K
SEEDPG
1487
S.E.E.D. Planning Group
New York
$788K
XPN
1488
XY Planning Network
Montana
$787K
BCA
1489
Bay Colony Advisors
Massachusetts
$783K
TI
1490
Truepoint Inc
Ohio
$781K
GEA
1491
Glen Eagle Advisors
New Jersey
$780K
RSS
1492
Rosenblum Silverman Sutton
California
$780K
TPW
1493
Talon Private Wealth
Florida
$776K
MCWA
1494
Meadow Creek Wealth Advisors
Georgia
$775K
KOC
1495
Koss-Olinger Consulting
Florida
$774K
LWANC
1496
Laurel Wealth Advisors (North Carolina)
North Carolina
$773K
EFP
1497
EnRich Financial Partners
Wisconsin
$771K
GSEP
1498
Golden State Equity Partners
California
$769K
SP
1499
Stonebrook Private
Michigan
$769K
BWAM
1500
Boyd Watterson Asset Management
Ohio
$769K