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iShares Core S&P Mid-Cap ETF

2,395 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, 851 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: 2,4402,395 (-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
2,395
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
AAS
176
Ameritas Advisory Services
Nebraska
$41.8M
TC
177
Trilogy Capital
California
$41.7M
SPP
178
Single Point Partners
Massachusetts
$41.2M
PGA
179
Portland Global Advisors
Maine
$41.2M
CAAS
180
Capital Asset Advisory Services
Michigan
$40.8M
JWA
181
JFS Wealth Advisors
Pennsylvania
$40.7M
AWM
182
Apollon Wealth Management
South Carolina
$40.2M
RCA
183
Resonant Capital Advisors
Wisconsin
$40.2M
CTA
184
Chesley Taft & Associates
Illinois
$40.1M
HW
185
Hancock Whitney
Mississippi
$40M
GL
186
Graypoint LLC
New York
$39.7M
Kovitz Investment Group Partners
187
Kovitz Investment Group Partners
Illinois
$39.6M
EWM
188
Evermay Wealth Management
Virginia
$39.6M
AWS
189
Atria Wealth Solutions
New York
$39.4M
IB
190
Intrust Bank
Kansas
$38.8M
Fiera Capital (Canada)
191
Fiera Capital (Canada)
Quebec, Canada
$38.8M
BNP Paribas Financial Markets
192
BNP Paribas Financial Markets
France
$38.7M
BB
193
Bell Bank
North Dakota
$38.6M
FBB
194
Fulton Breakefield Broenniman
Maryland
$38.6M
BCWM
195
Bartlett & Co Wealth Management
Ohio
$38.2M
NFG
196
Nadler Financial Group
Illinois
$38.2M
AAS
197
Avantax Advisory Services
Texas
$37.5M
FWA
198
FORM Wealth Advisors
Wisconsin
$37.2M
NEPPG
199
New England Professional Planning Group
Rhode Island
$37.1M
SFS
200
Summit Financial Strategies
Ohio
$36.9M