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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
LWMI
1901
Legacy Wealth Management (Idaho)
Idaho
$359K
NAS
1902
NWF Advisory Services
California
$359K
RRCM
1903
Rappaport Reiches Capital Management
Illinois
$358K
EF
1904
Envision Financial
Wisconsin
$357K
AL
1905
ADE LLC
Maryland
$356K
MHWM
1906
Montz Harcus Wealth Management
Louisiana
$355K
RCP
1907
Rothschild Capital Partners
New York
$355K
ESBC
1908
E.S. Barr & Co
Kentucky
$355K
CWM
1909
Collaborative Wealth Management
Florida
$354K
AA
1910
Auxano Advisors
Washington
$353K
GFPC
1911
Global Financial Private Client
Florida
$352K
TF
1912
Trek Financial
Arizona
$352K
AWAG
1913
ARS Wealth Advisors Group
Florida
$351K
ICM
1914
IMS Capital Management
Oregon
$351K
LA
1915
LexAurum Advisors
Kansas
$350K
PSA
1916
Plum Street Advisors
Louisiana
$350K
JC
1917
JB Capital
Connecticut
$349K
BAM
1918
BOS Asset Management
Illinois
$349K
AFAS
1919
Acorn Financial Advisory Services
Virginia
$347K
WAL
1920
W Advisors LLC
Tennessee
$346K
FA
1921
Faithward Advisors
Pennsylvania
$346K
CA
1922
Calton & Associates
Florida
$346K
JC
1923
Jentner Corp
Ohio
$344K
TFM
1924
TFC Financial Management
Massachusetts
$344K
OPCM
1925
Osborne Partners Capital Management
California
$344K