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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
SA
1501
Sovran Advisors
California
$767K
UFA
1502
Uptown Financial Advisors
Texas
$767K
CBT
1503
Crews Bank & Trust
Florida
$767K
VR
1504
Valued Retirements
Texas
$765K
SFP
1505
Shepherd Financial Partners
Massachusetts
$764K
MFT
1506
Moisand Fitzgerald Tamayo
Florida
$761K
Massachusetts Financial Services
1507
Massachusetts Financial Services
Massachusetts
$761K
PSF
1508
Pacific Sun Financial
California
$759K
WFS
1509
WealthGarden F.S.
California
$757K
O3W
1510
Omni 360 Wealth
New Jersey
$756K
CAG
1511
Csenge Advisory Group
Florida
$756K
S
1512
SignatureFD
Georgia
$756K
SAM
1513
Seelaus Asset Management
New Jersey
$753K
YWS
1514
Yarger Wealth Strategies
Ohio
$752K
DE
1515
Diversified Enterprises
Delaware
$750K
ICMM
1516
Integrated Capital Management (Michigan)
Michigan
$746K
PS
1517
Pinney & Scofield
Massachusetts
$746K
IWB
1518
Innovative Wealth Building
Maryland
$746K
SFG
1519
Sovereign Financial Group
Connecticut
$744K
NFSG
1520
Newbridge Financial Services Group
Florida
$744K
HWA
1521
Hilltop Wealth Advisors
North Carolina
$739K
SCA
1522
Sage Capital Advisors
South Dakota
$738K
NG
1523
NWK Group
California
$735K
WF
1524
Warner Financial
Maryland
$735K
CMP
1525
Courage Miller Partners
Virginia
$735K