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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
HFO
1951
Heritage Family Offices
Arizona
$322K
SBLIC
1952
Security Benefit Life Insurance Company
Kansas
$321K
WG
1953
Welch Group
Alabama
$321K
SCA
1954
STALEY CAPITAL ADVISERS
Pennsylvania
$319K
AIM
1955
Aspen Investment Management
Michigan
$319K
LWM
1956
LongView Wealth Management
Georgia
$318K
CCMI
1957
Creative Capital Management Investments
California
$318K
SWM
1958
Selective Wealth Management
Virginia
$318K
CWM
1959
Capital Wealth Management
Rhode Island
$318K
MEG
1960
Millstone Evans Group
Colorado
$318K
PFM
1961
Potomac Fund Management
Florida
$318K
FOR
1962
Family Office Research
Maryland
$318K
YIH
1963
Y-Intercept (HK)
Hong Kong
$317K
SRWM
1964
Shira Ridge Wealth Management
California
$317K
PIFP
1965
Partners in Financial Planning
Virginia
$317K
SAW
1966
Signal Advisors Wealth
Michigan
$316K
DCM
1967
Dimension Capital Management
Florida
$315K
DHC
1968
Drum Hill Capital
Connecticut
$314K
GHAM
1969
Gilman Hill Asset Management
Connecticut
$312K
SWM
1970
Segment Wealth Management
Texas
$312K
SW
1971
SkyOak Wealth
Michigan
$311K
BFG
1972
Berger Financial Group
Minnesota
$309K
RCM
1973
Requisite Capital Management
Texas
$309K
BO
1974
Bank OZK
Arkansas
$308K
WGC
1975
Watts Gwilliam & Co
Arizona
$308K