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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
KWS
1576
Keystone Wealth Services
California
$685K
SHA
1577
Seneca House Advisors
Virginia
$684K
IPW
1578
Intergy Private Wealth
Colorado
$682K
ST
1579
Somerset Trust
Pennsylvania
$682K
MEAC
1580
M.E. Allison & Co
Texas
$681K
GM
1581
GeoWealth Management
Illinois
$680K
FFW
1582
Fusion Family Wealth
New York
$680K
WC
1583
Waterloo Capital
Texas
$680K
BOPW
1584
Brandywine Oak Private Wealth
Pennsylvania
$680K
EB
1585
Emprise Bank
Kansas
$679K
ClearBridge Investments
1586
ClearBridge Investments
New York
$677K
MFC
1587
Morris Financial Concepts
South Carolina
$676K
FNBSF
1588
First National Bank Sioux Falls
South Dakota
$675K
CPBTD
1589
Central Pacific Bank - Trust Division
Hawaii
$672K
GWSA
1590
Global Wealth Strategies & Associates
Colorado
$671K
FYW
1591
Future You Wealth
New York
$669K
GKWIM
1592
Gerber Kawasaki Wealth & Investment Management
California
$669K
SC
1593
Slow Capital
California
$665K
TFP
1594
Tilia Fiduciary Partners
North Carolina
$665K
SRC
1595
Shufro Rose & Co
New York
$663K
KL
1596
KWMG LLC
Kansas
$662K
AWA
1597
Archvest Wealth Advisors
California
$661K
KWM
1598
KFG Wealth Management
Indiana
$660K
FWP
1599
Falcon Wealth Planning
California
$657K
SHJ
1600
Sharkey, Howes & Javer
Colorado
$656K