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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
RBFC
2001
Roman Butler Fullerton & Co
Missouri
$288K
JWM
2002
JFG Wealth Management
Colorado
$288K
MPW
2003
Monterey Private Wealth
California
$288K
WFAG
2004
Worth Financial Advisory Group
North Carolina
$286K
MAV
2005
Mason & Associates (Virginia)
Virginia
$286K
AO
2006
Advisor OS
Illinois
$286K
FMTC
2007
Farmers & Merchants Trust Company
California
$286K
OIA
2008
Optimum Investment Advisors
Illinois
$285K
VC
2009
Veracity Capital
Georgia
$284K
LDB
2010
Lee, Danner & Bass
Tennessee
$284K
ACM
2011
Advance Capital Management
Michigan
$283K
AWM
2012
Aegis Wealth Management
Maryland
$283K
JWM
2013
JGP Wealth Management
Oregon
$282K
MM
2014
Main Management
California
$282K
LA
2015
LPF Advisors
Florida
$282K
FFM
2016
Forum Financial Management
Illinois
$281K
TA
2017
TrueWealth Advisors
Alabama
$281K
BF
2018
Brooklyn FI
New York
$280K
GWM
2019
Gibbs Wealth Management
Georgia
$279K
DFP
2020
Defined Financial Planning
California
$278K
DBIA
2021
Dumont & Blake Investment Advisors
New Jersey
$278K
CRI
2022
Commonwealth Retirement Investments
Virginia
$277K
GP
2023
Geneva Partners
Wisconsin
$276K
ZIG
2024
Zuckerman Investment Group
Illinois
$276K
PCS
2025
Private Client Services
Kentucky
$276K