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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
DA
2126
Detalus Advisors
Missouri
$224K
LWM
2127
Liberty Wealth Management
California
$224K
FCM
2128
Fortis Capital Management
Washington
$224K
PFA
2129
Pathway Financial Advisors
Vermont
$224K
NPT
2130
Nixon Peabody Trust
Massachusetts
$224K
WFA
2131
Wade Financial Advisory
California
$224K
TNA
2132
True North Advisors
Texas
$223K
RCM
2133
RMR Capital Management
California
$221K
FDCP
2134
Foster Dykema Cabot & Partners
Massachusetts
$219K
SP
2135
Symmetry Partners
Connecticut
$219K
HCM
2136
Hall Capital Management
Rhode Island
$219K
BL
2137
BFSG LLC
California
$219K
DP
2138
Denver PWM
Colorado
$218K
MAM
2139
Marquette Asset Management
Minnesota
$218K
GIM
2140
Gold Investment Management
Alberta, Canada
$217K
MAM
2141
McLean Asset Management
Virginia
$217K
IWA
2142
Icon Wealth Advisors
Texas
$217K
TWM
2143
Topsail Wealth Management
North Carolina
$217K
MAG
2144
M3 Advisory Group
Massachusetts
$216K
CFG
2145
Clayton Financial Group
Missouri
$216K
BW
2146
Balance Wealth
Ohio
$215K
CPSAC
2147
Chas P. Smith & Associates (CPS)
Florida
$214K
ECA
2148
Elevated Capital Advisors
Utah
$213K
CAM
2149
Covenant Asset Management
New Jersey
$212K
FFWA
2150
Forthright Family Wealth Advisory
Texas
$212K