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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
CFSG
2451
Community Financial Services Group
Vermont
SMG
2452
Smart Money Group
Texas
BKA
2453
Brick & Kyle Associates
Pennsylvania
PD
2454
Planning Directions
Pennsylvania
FOA
2455
Five Oceans Advisors
California
EWAL
2456
Emergent Wealth Advisors, LLC
New York
DWA
2457
Douglass Winthrop Advisors
New York
VP
2458
Verum Partners
North Carolina
FF
2459
Francis Financial
ODG
2460
O'Dell Group
Ohio
SFS
2461
Symphony Financial Services
Ohio
SFM
2462
Signet Financial Management
New Jersey
SGWM
2463
Sterling Group Wealth Management
California
MAP
2464
Moody Aldrich Partners
Massachusetts
RWA
2465
Roberts Wealth Advisors
California
FLA
2466
Financial Life Advisors
Texas
Select Equity Group
2467
Select Equity Group
New York
SCP
2468
Shorepoint Capital Partners
Massachusetts
FFG
2469
Fiduciary Financial Group
California
SWIG
2470
Strategic Wealth Investment Group
Kentucky
AMIM
2471
Aull & Monroe Investment Management
Alabama
PHAM
2472
Palisades Hudson Asset Management
Florida
LS
2473
Leelyn Smith
Illinois
AUB
2474
Atlantic Union Bankshares
Virginia
AA
2475
ACT Advisors
North Carolina