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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
MCM
1851
Mainstream Capital Management
California
$394K
OIS
1852
Okabena Investment Services
Minnesota
$394K
VAF
1853
Values Added Financial
District of Columbia
$393K
CFAM
1854
Center For Asset Management
Florida
$393K
MAM
1855
Mystic Asset Management
Rhode Island
$392K
KPP
1856
Kings Path Partners
Texas
$391K
AWM
1857
Accredited Wealth Management
Kentucky
$387K
PAA
1858
Peregrine Asset Advisers
Oregon
$387K
BDF
1859
Black Diamond Financial
Maryland
$384K
JLBC
1860
J.L. Bainbridge & Co
Florida
$384K
OWMIAS
1861
One Wealth Management Investment & Advisory Services
Florida
$384K
BWM
1862
BCGM Wealth Management
Indiana
$382K
LA
1863
Latitude Advisors
Florida
$382K
DWM
1864
Dopkins Wealth Management
New York
$381K
MFP
1865
Meridian Financial Partners
Virginia
$381K
JPWM
1866
Jamison Private Wealth Management
Georgia
$381K
RCM
1867
Radnor Capital Management
Pennsylvania
$380K
Susquehanna International Group
1868
Susquehanna International Group
Pennsylvania
$380K
WIP
1869
WealthCare Investment Partners
Rhode Island
$379K
BIG
1870
Brooklyn Investment Group
New York
$379K
EFG
1871
Elios Financial Group
Ohio
$377K
TL
1872
Tradewinds LLC
North Carolina
$377K
MTC
1873
McDaniel Terry & Co
Texas
$376K
SIMG
1874
Sonora Investment Management Group
Arizona
$376K
SFG
1875
Sunburst Financial Group
Alabama
$375K