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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
SWM
1551
SFG Wealth Management
Maryland
$705K
SL
1552
SWMG LLC
Texas
$705K
SNB
1553
Security National Bank
Nebraska
$703K
VAG
1554
VisionPoint Advisory Group
Texas
$703K
FI
1555
Financial Insights
Washington
$700K
JAFL
1556
Jay A. Fishman Ltd
Michigan
$700K
ECM
1557
EagleClaw Capital Management
Massachusetts
$700K
SWM
1558
Shelton Wealth Management
Texas
$699K
GWP
1559
Gateway Wealth Partners
Wisconsin
$698K
CPA
1560
Cathy Pareto & Associates
Florida
$697K
FMI
1561
F/M Investments
District of Columbia
$696K
LWM
1562
Luminvest Wealth Management
Arizona
$695K
BFA
1563
Bragg Financial Advisors
North Carolina
$695K
VPIM
1564
Vanguard Personalized Indexing Management
California
$695K
PIA
1565
Panoramic Investment Advisors
Colorado
$695K
HWM
1566
Horizons Wealth Management
North Carolina
$692K
IMC
1567
Investment Management Corporation
Virginia
$692K
CPA
1568
Cardiff Park Advisors
California
$690K
NB
1569
Nicolet Bankshares
Wisconsin
$689K
TTWM
1570
TCV Trust & Wealth Management
Virginia
$688K
CWM
1571
Centricity Wealth Management
Ohio
$687K
MWM
1572
Maltin Wealth Management
New Jersey
$687K
MCM
1573
McRae Capital Management
New Jersey
$686K
BWM
1574
BKM Wealth Management
Wisconsin
$685K
NCM
1575
Northwest Capital Management
Oregon
$685K