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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
ACA
2301
Atlas Capital Advisors
Wyoming
$54.6K
MSWA
2302
Marshall & Sterling Wealth Advisors
New York
$52.4K
BIM
2303
Breakwater Investment Management
Washington
$52.2K
TC
2304
Truvestments Capital
Florida
$51.9K
BHWM
2305
Beaird Harris Wealth Management
Texas
$51.1K
RIA
2306
Realta Investment Advisors
Delaware
$49.9K
VBA
2307
von Borstel & Associates
Oregon
$49K
RF
2308
Roxbury Financial
New Jersey
$48K
IF
2309
Integrity Financial
Wyoming
$45.2K
CIA
2310
Cape Investment Advisory
Georgia
$43.8K
SWIM
2311
Smallwood Wealth Investment Management
New Jersey
$43.8K
SWC
2312
Spectrum Wealth Counsel
Indiana
$42.9K
BDPWM
2313
Barnes Dennig Private Wealth Management
Ohio
$42.3K
KFP
2314
Keener Financial Planning
Texas
$42K
AF
2315
Atala Financial
California
$41.4K
OW
2316
Olistico Wealth
Oklahoma
$40.6K
WBC
2317
West Branch Capital
Massachusetts
$39.5K
FIM
2318
FWL Investment Management
Texas
$38.8K
DAM
2319
Delta Asset Management
Tennessee
$38.8K
WF
2320
Wayfinding Financial
Washington
$37K
CWM
2321
CarsonAllaria Wealth Management
Illinois
$36.9K
TWD
2322
True Wealth Design
Ohio
$36.5K
MSFP
2323
Mark Sheptoff Financial Planning
Connecticut
$35.4K
Q1WB
2324
Quest 10 Wealth Builders
Virginia
$33.4K
ACA
2325
American Capital Advisory
Idaho
$32.8K