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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
HFS
2226
Hantz Financial Services
Michigan
$137K
CWM
2227
Copia Wealth Management
Oregon
$136K
RFA
2228
Register Financial Advisors
Georgia
$135K
FUBT
2229
First United Bank & Trust
Maryland
$134K
PFA
2230
Pillar Financial Advisors
Kentucky
$133K
MWA
2231
Moser Wealth Advisors
Washington
$132K
CF
2232
Collier Financial
Colorado
$132K
BCMLT
2233
Beacon Capital Management LLC (Tennessee)
Tennessee
$132K
KB
2234
Kimelman & Baird
New York
$131K
SIS
2235
Sound Income Strategies
Florida
$129K
CPG
2236
Cornerstone Planning Group
New Jersey
$128K
TC
2237
Trust Company
Kansas
$128K
HWA
2238
Heritage Wealth Advisors
Virginia
$127K
HFS
2239
Hughes Financial Services
Virginia
$127K
KWM
2240
Kiker Wealth Management
Georgia
$126K
RFA
2241
Reyes Financial Architecture
California
$126K
KFGG
2242
Keystone Financial Group (Georgia)
Georgia
$125K
WWM
2243
Woodside Wealth Management
Massachusetts
$124K
WB
2244
Webster Bank
Connecticut
$123K
VWA
2245
Valued Wealth Advisors
Utah
$122K
HHGA
2246
Halbert Hargrove Global Advisors
California
$121K
RMC
2247
Resources Management Corp
Connecticut
$120K
HC
2248
Hara Capital
Washington
$120K
MIM
2249
MTM Investment Management
South Carolina
$119K
SMA
2250
Sage Mountain Advisors
Georgia
$118K