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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
AGWCA
2201
Annis Gardner Whiting Capital Advisors
Florida
$173K
CW
2202
Curio Wealth
Maryland
$169K
BFP
2203
Briaud Financial Planning
Texas
$162K
AF
2204
Abound Financial
California
$161K
WWM
2205
Wagner Wealth Management
South Carolina
$161K
SIC
2206
SJS Investment Consulting
Ohio
$158K
VCM
2207
Versant Capital Management
Arizona
$158K
PWM
2208
Provident Wealth Management
Tennessee
$156K
FFC
2209
First Financial Corp
Indiana
$156K
EAM
2210
Eukles Asset Management
Ohio
$155K
TLA
2211
Tanglewood Legacy Advisors
Texas
$154K
FGAM
2212
Financial Gravity Asset Management
Texas
$153K
ECM
2213
Elgethun Capital Management
South Dakota
$153K
Bank Julius Baer & Co
2214
Bank Julius Baer & Co
Switzerland
$150K
ACB
2215
Aristotle Capital Boston
Massachusetts
$146K
DCM
2216
Disciplina Capital Management
Tennessee
$146K
SC
2217
Steph & Co
Wisconsin
$144K
PCTC
2218
Perkins Coie Trust Company
Washington
$143K
W
2219
WealthCollab
Washington
$141K
SA
2220
SRH Advisors
Kansas
$141K
AWM
2221
Angeles Wealth Management
California
$140K
BC
2222
Barrett & Company
Rhode Island
$139K
RAM
2223
Ramirez Asset Management
New York
$139K
CTWM
2224
Cherry Tree Wealth Management
Minnesota
$138K
SS
2225
SBI Securities
Japan
$137K