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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
MBFW
2026
Morton Brown Family Wealth
Pennsylvania
$274K
FNBTCON
2027
First National Bank & Trust Co of Newtown
Pennsylvania
$273K
TFM
2028
Trademark Financial Management
Minnesota
$272K
MFWP
2029
Mosaic Family Wealth Partners
Missouri
$270K
FM
2030
Family Management
New York
$270K
FS
2031
Financial Symmetry
North Carolina
$268K
HFS
2032
Heritage Financial Services
Massachusetts
$268K
WFMPM
2033
Woodley Farra Manion Portfolio Management
Indiana
$267K
TCWM
2034
Total Clarity Wealth Management
Illinois
$267K
SL
2035
Sentry LLC
Tennessee
$267K
VWA
2036
Visionary Wealth Advisors
Illinois
$267K
WMA
2037
West Michigan Advisors
Michigan
$266K
AWA
2038
Acorn Wealth Advisors
Michigan
$266K
GIP
2039
Granite Investment Partners
California
$266K
IAP
2040
Indie Asset Partners
Indiana
$266K
SWM
2041
Seed Wealth Management
Illinois
$265K
IBOK
2042
Independence Bank of Kentucky
Kentucky
$265K
TW
2043
Transform Wealth
Colorado
$265K
DJSG
2044
D.J. St. Germain
Massachusetts
$265K
AP
2045
Atwood & Palmer
Missouri
$264K
GLA
2046
Great Lakes Advisors
Illinois
$264K
NJIM
2047
Nabity-Jensen Investment Management
Nebraska
$264K
BMC
2048
Beaton Management Company
Massachusetts
$264K
OWP
2049
Obermeyer Wealth Partners
Colorado
$264K
OWM
2050
OneAscent Wealth Management
Alabama
$261K