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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
AWM
1826
Aries Wealth Management
Maine
$413K
CP
1827
Capital Planning
Washington
$412K
CA
1828
CapWealth Advisors
Tennessee
$412K
SC
1829
Saiph Capital
New Jersey
$410K
GWM
1830
Greenhouse Wealth Management
Connecticut
$409K
SAM
1831
Selway Asset Management
$408K
MAC
1832
Mason & Associates (California)
California
$408K
BL
1833
Balentine LLC
Georgia
$407K
OBWG
1834
Onyx Bridge Wealth Group
New York
$407K
BW
1835
BIP Wealth
Georgia
$407K
WP
1836
WealthPLAN Partners
Nebraska
$407K
PP
1837
Patten & Patten
Tennessee
$406K
HIP
1838
HUB Investment Partners
Texas
$404K
DFG
1839
Dynamic Financial Group
Iowa
$404K
PWP
1840
Perfromance Wealth Partners
Illinois
$401K
EDRH
1841
Edmond de Rothschild Holding
Switzerland
$400K
TT
1842
TI-Trust
Illinois
$400K
CPA
1843
Clear Point Advisors
New York
$399K
JSL
1844
JT Stratford LLC
Georgia
$398K
KWM
1845
Keebeck Wealth Management
Illinois
$398K
DWM
1846
Defined Wealth Management
Oregon
$398K
RA
1847
Rise Advisors
New York
$398K
PIM
1848
Penobscot Investment Management
Massachusetts
$398K
MPW
1849
MGO Private Wealth
California
$396K
VCM
1850
Vivaldi Capital Management
Illinois
$396K