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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
FFO
2076
Fiduciary Family Office
Florida
$244K
PMSA
2077
Patrick M. Sweeney & Associates
Illinois
$244K
NCFG
2078
New Century Financial Group
New Jersey
$244K
AOWM
2079
Alpha Omega Wealth Management
Virginia
$244K
PF
2080
Penney Financial
Texas
$244K
PWM
2081
Praetorian Wealth Management
California
$242K
MCM
2082
Mengis Capital Management
Oregon
$242K
APA
2083
Astoria Portfolio Advisors
New York
$242K
PCM
2084
Park Capital Management
Wisconsin
$242K
TCM
2085
TABR Capital Management
California
$241K
DWM
2086
Denver Wealth Management
Colorado
$241K
FVWA
2087
Foster Victor Wealth Advisors
South Carolina
$241K
ACP
2088
Aveo Capital Partners
Colorado
$240K
LCWP
2089
Legacy Capital Wealth Partners
Arkansas
$239K
AA
2090
Aufman Associates
Pennsylvania
$239K
BBW
2091
Blue Barn Wealth
Utah
$238K
CCM
2092
Chilton Capital Management
Texas
$237K
FFA
2093
Fi3 Financial Advisors
Indiana
$236K
SP
2094
Sequent Planning
Nebraska
$236K
NCM
2095
Noesis Capital Mangement
Florida
$234K
CRI
2096
Colonial River Investments
Virginia
$234K
SA
2097
Strategic Advisors
New York
$234K
MAM
2098
Mainsail Asset Management
Alabama
$233K
GA
2099
GSG Advisors
New Jersey
$233K
EFG
2100
Everhart Financial Group
Ohio
$233K