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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
TCOTS
2176
Trust Company of the South
North Carolina
$204K
TCM
2177
TD Capital Management
Tennessee
$204K
WW
2178
Westshore Wealth
California
$203K
FCM
2179
Fogel Capital Management
Florida
$203K
IPW
2180
Inlet Private Wealth
Florida
$202K
EFG
2181
Ehrlich Financial Group
California
$202K
SIA
2182
Schechter Investment Advisors
Michigan
$201K
ALWM
2183
Andrews Lucia Wealth Management
California
$201K
PSIWM
2184
Paradigm Strategies in Wealth Management
Minnesota
$201K
BF
2185
Brogan Financial
Tennessee
$201K
FFA
2186
Frazier Financial Advisors
Ohio
$201K
UWP
2187
Uniting Wealth Partners
Kansas
$200K
WPA
2188
Wealth Preservation Advisors
Tennessee
$195K
NEWAS
2189
N.E.W. Advisory Services
Wisconsin
$191K
WCAMG
2190
Woodard & Company Asset Management Group
North Carolina
$186K
GA
2191
GoalVest Advisory
New York
$184K
PSB
2192
Piscataqua Savings Bank
New Hampshire
$181K
CWM
2193
Compass Wealth Management
Connecticut
$180K
SO
2194
Sierra Ocean
California
$178K
Schroder Investment Management Group
2195
Schroder Investment Management Group
United Kingdom
$178K
SN
2196
Sittner & Nelson
Oregon
$176K
CCM
2197
Cloud Capital Management
Washington
$176K
MHR
2198
Matthew Hamilton Rosenberg
$176K
OL
2199
one8zero8 LLC
North Carolina
$174K
LC
2200
Lavaca Capital
Texas
$174K