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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
FMWA
226
Forvis Mazars Wealth Advisors
Missouri
$30.3M
CFO
227
Callan Family Office
Pennsylvania
$30M
SFA
228
Sequoia Financial Advisors
Ohio
$30M
UCFA
229
United Capital Financial Advisors
Texas
$29.9M
OSNBOA
230
Old Second National Bank of Aurora
Illinois
$29.8M
FCI
231
Financial Counselors Inc
Kansas
$29.7M
DADC
232
D.A. Davidson & Co
Montana
$29.4M
HI
233
Human Investing
Oregon
$29.2M
BA
234
Bristlecone Advisors
Washington
$28.8M
SC
235
Scotia Capital
Ontario, Canada
$28.6M
GLLW
236
Graves Light Lenhart Wealth
Virginia
$28.6M
WSFS
237
Wilmington Savings Fund Society
Delaware
$28.3M
RDFA
238
Ritter Daniher Financial Advisory
Ohio
$28.3M
BHWM
239
Bar Harbor Wealth Management
New Hampshire
$27.9M
CL
240
Choreo LLC
Illinois
$27.8M
SWP
241
Sagespring Wealth Partners
Tennessee
$27.7M
CIBC Private Wealth Group
242
CIBC Private Wealth Group
Georgia
$27.5M
SIC
243
Shoker Investment Counsel
Ohio
$27.5M
UFAC
244
Urban Financial Advisory Corp
Illinois
$27.4M
ZBNA
245
Zions Bancorporation, National Association
Utah
$27.4M
YIA
246
YHB Investment Advisors
Connecticut
$27.3M
Macquarie Group
247
Macquarie Group
Australia
$27.2M
ATPW
248
Ashton Thomas Private Wealth
Arizona
$26.7M
SC
249
Savant Capital
Illinois
$26.6M
CC
250
Courier Capital
New York
$26.4M