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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
GWM
1601
Graybill Wealth Management
Illinois
$656K
TVAMP
1602
Tennessee Valley Asset Management Partners
Tennessee
$653K
ATC
1603
Adirondack Trust Company
New York
$653K
CCP
1604
Clarkston Capital Partners
Michigan
$649K
PL
1605
Plancorp LLC
Missouri
$649K
WAG
1606
Wallace Advisory Group
California
$648K
SLG
1607
Stanley-Laman Group
Pennsylvania
$647K
TWP
1608
Tyche Wealth Partners
Texas
$647K
SC
1609
Stephens Consulting
Michigan
$646K
IIC
1610
Ironwood Investment Counsel
Arizona
$644K
SAM
1611
Summit Asset Management
Tennessee
$643K
JWCA
1612
J.W. Coons Advisors
Ohio
$642K
MSA
1613
Marathon Strategic Advisors
Pennsylvania
$642K
CCA
1614
Clarity Capital Advisors
Florida
$641K
PCH
1615
PGIM Custom Harvest
New Jersey
$640K
PS
1616
Planned Solutions
California
$639K
NIWA
1617
New Insight Wealth Advisors
California
$638K
SWM
1618
SeaCrest Wealth Management
New York
$630K
Legacy Financial Group (Iowa)
1619
Legacy Financial Group (Iowa)
Iowa
$629K
FNWM
1620
Financial Network Wealth Management
Utah
$628K
NLWP
1621
Next Level Wealth Planning
Idaho
$627K
KFI
1622
Key Financial Inc
Pennsylvania
$626K
SWA
1623
Strategies Wealth Advisors
Michigan
$625K
RFP
1624
Root Financial Partners
California
$625K
CPSC
1625
Carl P. Sherr & Co
Massachusetts
$625K