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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
MSWM
1751
Mowery & Schoenfeld Wealth Management
Illinois
$490K
WHCFA
1752
William Howard & Co Financial Advisors
Tennessee
$488K
FSA
1753
Fort Sheridan Advisors
Illinois
$487K
SMA
1754
Seven Mile Advisory
New Jersey
$486K
TPWA
1755
Twin Peaks Wealth Advisors
California
$485K
RWA
1756
Redhawk Wealth Advisors
Minnesota
$484K
ISFAN
1757
Investor's Fiduciary Advisor Network
Washington
$482K
IDA
1758
Intelligence Driven Advisers
California
$481K
WEG
1759
World Equity Group
Illinois
$481K
HFA
1760
High Falls Advisors
New York
$481K
MWM
1761
Melfa Wealth Management
Massachusetts
$480K
KFA
1762
Kelleher Financial Advisors
New York
$480K
BWMG
1763
Barnes Wealth Management Group
California
$475K
CCM
1764
Collar Capital Management
Wisconsin
$474K
SFP
1765
Strategic Financial Partners
Oregon
$474K
TLFA
1766
True Link Financial Advisors
California
$474K
APW
1767
Aurora Private Wealth
New Jersey
$473K
CWP
1768
CFM Wealth Partners
Texas
$472K
CIC
1769
Cutler Investment Counsel
Oregon
$472K
ES
1770
Eagle Strategies
New York
$472K
FLP
1771
Financial Life Planners
Arizona
$471K
GSIS
1772
Global Strategic Investment Solutions
Arizona
$468K
RFA
1773
Rollins Financial Advisors
New York
$468K
HWM
1774
Hohimer Wealth Management
Washington
$468K
AAM
1775
Augustine Asset Management
Florida
$467K