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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
AP
2151
Adero Partners
California
$212K
BIM
2152
Baldwin Investment Management
Pennsylvania
$211K
APWA
2153
Atlas Private Wealth Advisors
New Jersey
$211K
MGIA
2154
Matthew Goff Investment Advisor
Texas
$211K
SW
2155
SMART Wealth
Nebraska
$210K
GC
2156
Garde Capital
Washington
$210K
VBWMG
2157
Von Berge Wealth Management Group
California
$210K
CB
2158
CNB Bank
Pennsylvania
$210K
AIA
2159
Accelerate Investment Advisors
California
$210K
AAS
2160
Annex Advisory Services
Wisconsin
$209K
ACM
2161
Aspen Capital Management
Idaho
$209K
EP
2162
EPIQ Partners
Minnesota
$209K
HIC
2163
Holderness Investments Company
North Carolina
$209K
DC
2164
Darrow Company
Massachusetts
$208K
GWA
2165
Gutierrez Wealth Advisory
Arkansas
$208K
CM
2166
Columbus Macro
Pennsylvania
$208K
CWMS
2167
Cannon Wealth Management Services
North Carolina
$207K
BAG
2168
Bridgewealth Advisory Group
California
$207K
BBA
2169
Braun-Bostich & Associates
Pennsylvania
$206K
MOACM
2170
Mutual of America Capital Management
New York
$206K
CWM
2171
Chemistry Wealth Management
New York
$205K
MPM
2172
Meritage Portfolio Management
Kansas
$205K
WA
2173
Wealth Architects
California
$205K
PG
2174
Prostatis Group
Maryland
$205K
CFA
2175
Capstone Financial Advisors
Illinois
$204K