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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
HFS
1776
Haverford Financial Services
Pennsylvania
$467K
SFO
1777
Stokes Family Office
Louisiana
$466K
IWP
1778
IAG Wealth Partners
Wisconsin
$466K
MCA
1779
Martin Capital Advisors
Texas
$465K
BWP
1780
Burling Wealth Partners
Illinois
$465K
EHC
1781
Everett Harris & Co
California
$464K
LA
1782
LVW Advisors
New York
$464K
SEP
1783
Southland Equity Partners
Missouri
$463K
AW
1784
Avion Wealth
Texas
$463K
LSA
1785
Lion Street Advisors
Texas
$462K
MSCM
1786
McElhenny Sheffield Capital Management
Texas
$462K
FH
1787
FWG Holdings
Florida
$461K
HBW
1788
Hazlett, Burt & Watson
West Virginia
$459K
SPWG
1789
Syntegra Private Wealth Group
Missouri
$457K
ME
1790
McIlrath & Eck
Washington
$456K
LAM
1791
Lewis Asset Management
California
$454K
DMC
1792
Drexel Morgan & Co
Pennsylvania
$453K
LFA
1793
Legacy Financial Advisors
Kentucky
$452K
SAM
1794
SP Asset Management
California
$450K
SCP
1795
Stevens Capital Partners
Nebraska
$449K
LWCFA
1796
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$449K
WMA
1797
Wealth Management Associates
New Jersey
$447K
PWM
1798
Paulson Wealth Management
Illinois
$444K
CC
1799
Chicago Capital
Illinois
$444K
BFA
1800
Bill Few Associates
Pennsylvania
$444K