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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
AA
2101
Addison Advisors
Vermont
$233K
TWA
2102
TCI Wealth Advisors
Arizona
$232K
CI
2103
Ceera Investments
Texas
$232K
MFS
2104
Madrona Financial Services
Washington
$232K
NAG
2105
Northstar Advisory Group
New Jersey
$232K
CF
2106
Claris Financial
Virginia
$232K
DPW
2107
DiNuzzo Private Wealth
Pennsylvania
$231K
SWRP
2108
Summit Wealth & Retirement Planning
California
$231K
AC
2109
Asio Capital
Kentucky
$231K
ML
2110
McAdam LLC
Pennsylvania
$230K
FDS
2111
Freedom Day Solutions
Texas
$230K
IIA
2112
Integral Investment Advisors
California
$229K
IFS
2113
Ifrah Financial Services
Arkansas
$228K
MPW
2114
Magnolia Private Wealth
Pennsylvania
$228K
JSA
2115
Jim Saulnier & Associates
Colorado
$228K
HWA
2116
Heartwood Wealth Advisors
Virginia
$227K
FWM
2117
Focused Wealth Management
New York
$227K
BA
2118
Bridgewater Advisors
New York
$226K
SCA
2119
Stonebridge Capital Advisors
Minnesota
$226K
TBNY
2120
Trustco Bank (New York)
New York
$226K
LSL
2121
Legacy Solutions LLC
Pennsylvania
$226K
MSWMA
2122
Market Street Wealth Management Advisors
Indiana
$226K
CWS
2123
Cypress Wealth Services
California
$226K
SWG
2124
Summit Wealth Group
Vermont
$225K
MCA
2125
Midwest Capital Advisors
Michigan
$225K