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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
MAWA
1876
Moss Adams Wealth Advisors
Washington
$375K
PAM
1877
Prodigy Asset Management
Nebraska
$375K
BCP
1878
Berkeley Capital Partners
Georgia
$374K
SCM
1879
Sheridan Capital Management
California
$373K
FM
1880
Foster & Motley
Ohio
$373K
MW
1881
Maia Wealth
Colorado
$372K
ADL
1882
Asset Dedication LLC
California
$371K
AWM
1883
Abound Wealth Management
Tennessee
$371K
MHIC
1884
Marble Harbor Investment Counsel
Massachusetts
$370K
AIC
1885
Archer Investment Corporation
Indiana
$368K
JPMIA
1886
J.P. Marvel Investment Advisors
Massachusetts
$367K
SIG
1887
Stonegate Investment Group
Alabama
$366K
LMKC
1888
L.M. Kohn & Company
Ohio
$365K
AA
1889
Ashford Advisors
New York
$365K
W
1890
WPWealth
Texas
$364K
PWP
1891
Phillips Wealth Planners
Mississippi
$364K
RFG
1892
Range Financial Group
Oregon
$364K
MCM
1893
Morton Capital Management
California
$364K
ACI
1894
Alpha Cubed Investments
California
$363K
SFP
1895
Sandbox Financial Partners
Maryland
$362K
TFA
1896
Teamwork Financial Advisors
Texas
$361K
PIA
1897
Pollock Investment Advisors
Michigan
$360K
FGG
1898
Financial Guidance Group
Florida
$360K
FA
1899
Fountainhead AM
New Jersey
$360K
FB
1900
First Bancorp
Maine
$360K