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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
PCM
1926
Princeton Capital Management
New Jersey
$344K
LWM
1927
Latko Wealth Management
Illinois
$343K
SIM
1928
Synergy Investment Management
Florida
$343K
VCAM
1929
Van Cleef Asset Management
Ohio
$342K
GWSG
1930
GPS Wealth Strategies Group
Colorado
$341K
FF
1931
Fox Financial
Pennsylvania
$341K
MSG
1932
Main Street Group
Virginia
$338K
RFG
1933
REAP Financial Group
Texas
$337K
HFRG
1934
Houlihan Financial Resource Group
Virginia
$336K
BSA
1935
Bull Street Advisors
Georgia
$335K
EP
1936
Edgestream Partners
New Jersey
$335K
AWM
1937
Aberdeen Wealth Management
Illinois
$334K
MMPW
1938
Mitchell McLeod Pugh & Williams
Alabama
$334K
BWP
1939
Bernardo Wealth Planning
Pennsylvania
$334K
SAM
1940
Secure Asset Management
Michigan
$333K
SCM
1941
Schnieders Capital Management
California
$333K
CWM
1942
Cherrydale Wealth Management
New Jersey
$332K
VPF
1943
Vantage Point Financial
Illinois
$330K
SP
1944
Successful Portfolios
Florida
$329K
BTW
1945
Boston Trust Walden
Massachusetts
$329K
CCP
1946
Clarity Capital Partners
California
$328K
FP
1947
Financial Perspectives
Minnesota
$328K
GCA
1948
Gradient Capital Advisors
California
$327K
MWM
1949
McNaughton Wealth Management
California
$327K
FC
1950
Forte Capital
New York
$322K