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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
QP
2051
Quartz Partners
New York
$260K
AWM
2052
Affinity Wealth Management
Delaware
$260K
CFO
2053
Custos Family Office
Texas
$258K
PA
2054
Paragon Advisors
Texas
$258K
AC
2055
ASB Consultores
Florida
$258K
CWP
2056
Concord Wealth Partners
Virginia
$258K
MSS
2057
Mitchell Sinkler & Starr
Pennsylvania
$256K
MS
2058
Madden Securities
Texas
$255K
HDIM
2059
Hanson & Doremus Investment Management
Vermont
$255K
RLIM
2060
Red Lighthouse Investment Management
New York
$255K
DWM
2061
DecisionMap Wealth Management
Virginia
$254K
IHWM
2062
Iron Horse Wealth Management
Iowa
$253K
CLP
2063
Charis Legacy Partners
Texas
$251K
LWM
2064
LJI Wealth Management
Indiana
$251K
FRA
2065
Frank Rimerman Advisors
California
$251K
APW
2066
Axim Planning & Wealth
Ohio
$250K
PPW
2067
Presilium Private Wealth
Pennsylvania
$249K
ARA
2068
Alexander Randolph Advisory
Virginia
$248K
FAM
2069
Flaharty Asset Management
Florida
$248K
HWP
2070
Heritage Wealth Partners
Ohio
$248K
CCG
2071
Coastwise Capital Group
California
$247K
AFA
2072
Alpha Financial Advisors
North Carolina
$246K
CB
2073
Chris Bulman
California
$246K
WFA
2074
WestHill Financial Advisors
California
$245K
SAM
2075
Strategy Asset Managers
California
$245K