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iShares Core S&P Mid-Cap ETF

2,395 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, 851 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: 2,4402,395 (-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
2,395
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
CA
151
Crewe Advisors
Utah
$49.6M
MWM
152
Modera Wealth Management
New Jersey
$49.6M
WPA
153
West Paces Advisors
Georgia
$49.4M
MPWT
154
MassMutual Private Wealth & Trust
Connecticut
$48.3M
SCM
155
SCS Capital Management
Massachusetts
$47.6M
PWAM
156
Private Wealth Asset Management
Iowa
$47.5M
CWM
157
Congress Wealth Management
Massachusetts
$46.8M
HSBC Holdings
158
HSBC Holdings
United Kingdom
$46.5M
JFA
159
JNBA Financial Advisors
Minnesota
$46.4M
FBFS
160
First Business Financial Services
Wisconsin
$46.3M
PFM
161
Phillips Financial Management
Indiana
$46.1M
MW
162
Marcum Wealth
Ohio
$45.9M
T
163
TrueFG
Texas
$45.7M
MFG
164
Magnus Financial Group
New York
$45.2M
MW
165
MBL Wealth
North Carolina
$45.1M
AT
166
American Trust
Kentucky
$44.6M
AWM
167
Axxcess Wealth Management
California
$44.6M
GBT
168
Grove Bank & Trust
Florida
$44.3M
MIA
169
MainStreet Investment Advisors
Illinois
$44.3M
RIS
170
Retirement Income Solutions
Michigan
$44M
RFA
171
RTD Financial Advisors
Pennsylvania
$43.8M
JAG
172
Journey Advisory Group
Kentucky
$43M
QCG
173
Quadrant Capital Group
Ohio
$42.8M
W
174
Wealthquest
Ohio
$42.5M
BOS
175
Bank of Stockton
California
$42.4M