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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
WMWM
1626
Whitaker-Myers Wealth Managers
Ohio
$624K
KFSN
1627
Keystone Financial Services (Nebraska)
Nebraska
$623K
LL
1628
LPWM LLC
Minnesota
$623K
WAM
1629
Weatherly Asset Management
California
$623K
CCA
1630
Checchi Capital Advisers
California
$621K
OCG
1631
Opus Capital Group
Ohio
$620K
HWA
1632
HHM Wealth Advisors
Tennessee
$620K
HP
1633
Holistic Planning
Texas
$617K
WJWM
1634
Williams Jones Wealth Management
New York
$614K
SVWAG
1635
Sound View Wealth Advisors Group
Georgia
$614K
ERWM
1636
Elk River Wealth Management
Colorado
$614K
RDWM
1637
Red Door Wealth Management
Tennessee
$612K
FFP
1638
FourThought Financial Partners
Florida
$612K
DFG
1639
Delta Financial Group
New Jersey
$612K
LFG
1640
Larson Financial Group
Missouri
$612K
DI
1641
DAGCO Inc
Ohio
$612K
LB
1642
Legacy Bridge
Iowa
$608K
PW
1643
Pandora Wealth
Illinois
$606K
FPWM
1644
FSB Premier Wealth Management
Iowa
$605K
First Manhattan
1645
First Manhattan
New York
$604K
JWS
1646
Juncture Wealth Strategies
Arizona
$602K
HWM
1647
Howard Wealth Management
Connecticut
$601K
IC
1648
Innealta Capital
Texas
$598K
OAM
1649
Oak Asset Management
California
$598K
AMM
1650
American Money Management
California
$597K