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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
WP
1526
Westmount Partners
California
$731K
TNB
1527
Thomasville National Bank
Georgia
$726K
PWA
1528
Primoris Wealth Advisors
Florida
$725K
WLPWM
1529
Walled Lake Planning & Wealth Management
Illinois
$725K
WWA
1530
Wingate Wealth Advisors
Massachusetts
$725K
SM
1531
Sweeney & Michel
California
$723K
XT
1532
XTX Topco
Cayman Islands
$723K
TPW
1533
TL Private Wealth
Texas
$722K
UB
1534
Umpqua Bank
Oregon
$721K
HPM
1535
Hoxton Planning & Management
West Virginia
$721K
AF
1536
Alerus Financial
North Dakota
$721K
QWP
1537
Quotient Wealth Partners
Texas
$721K
BCM
1538
Bayesian Capital Management
New York
$718K
FFG
1539
Fortress Financial Group
Minnesota
$717K
RWM
1540
Riverchase Wealth Management
Texas
$717K
OCM
1541
Objective Capital Management
Ohio
$716K
BIG
1542
Brookwood Investment Group
Arizona
$712K
CHAM
1543
Clear Harbor Asset Management
Connecticut
$711K
RZH
1544
Relyea Zuckerberg Hanson
Connecticut
$710K
RIM
1545
Rakuten Investment Management
Japan
$708K
CCM
1546
Cambridge Capital Management
Illinois
$707K
AFG
1547
ABLE Financial Group
Arizona
$707K
OPWM
1548
Oakwell Private Wealth Management
Texas
$707K
EFN
1549
Equita Financial Network
Pennsylvania
$707K
TWM
1550
TriaGen Wealth Management
California
$706K