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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
EA
1976
Ellsworth Advisors
Ohio
$307K
HBT
1977
Hills Bank & Trust
Iowa
$307K
TSW
1978
Thompson Siegel & Walmsley
Virginia
$306K
BOSSRA
1979
B.O.S.S. Retirement Advisors
Utah
$306K
BBPWM
1980
Blue Bell Private Wealth Management
Pennsylvania
$304K
CP
1981
Canopy Partners
Ohio
$303K
BHB
1982
Bank Hapoalim BM
Israel
$301K
RFA
1983
Resurgent Financial Advisors
Georgia
$301K
NW
1984
Naviter Wealth
Arkansas
$300K
FWM
1985
Fingerlakes Wealth Management
New York
$297K
RW
1986
RVW Wealth
California
$297K
RIS
1987
Richmond Investment Services
Wisconsin
$297K
AI
1988
Auour Investments
Massachusetts
$297K
BFF
1989
Byrne Financial Freedom
Massachusetts
$294K
FWI
1990
Facet Wealth Inc
Maryland
$294K
FA
1991
Fiduciary Alliance
South Carolina
$294K
NIM
1992
Northeast Investment Management
Massachusetts
$293K
BFA
1993
Bluestem Financial Advisors
Illinois
$293K
BAM
1994
Bosun Asset Management
Illinois
$292K
PIM
1995
Parker Investment Management
California
$292K
CCC
1996
Compass Capital Corp
Massachusetts
$291K
4WM
1997
4J Wealth Management
Virginia
$290K
GA
1998
Greenspring Advisors
Maryland
$289K
JJBC
1999
James J. Burns & Company
New York
$288K
HWM
2000
HFR Wealth Management
New York
$288K