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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
EFA
376
Evernest Financial Advisors
Indiana
$15M
CF
377
CBM Financial
Texas
$14.9M
DFG
378
Demars Financial Group
Washington
$14.9M
IAN
379
Integrated Advisors Network
Texas
$14.9M
KLI
380
Kelman-Lazarov Inc
Tennessee
$14.8M
IPW
381
IronBridge Private Wealth
Texas
$14.7M
PCIA
382
Prime Capital Investment Advisors
Kansas
$14.6M
GPA
383
Guidance Point Advisors
Massachusetts
$14.6M
CWA
384
Clarity Wealth Advisors
California
$14.6M
TWP
385
Tower Wealth Partners
Pennsylvania
$14.5M
PAS
386
Park Avenue Securities
New York
$14.5M
Squarepoint
387
Squarepoint
New York
$14.4M
SMC
388
Smith, Moore & Co
Missouri
$14.4M
PIC
389
Platt Investment Counsel
Florida
$14.4M
WT
390
Washington Trust
Rhode Island
$14.4M
TCM
391
Traynor Capital Management
Pennsylvania
$14.3M
CFFNO
392
Common Fund For Nonprofit Organizations
Connecticut
$14.3M
COPPSERS
393
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$14.3M
AWP
394
Accretive Wealth Partners
New Jersey
$14.3M
BW
395
BostonPremier Wealth
Massachusetts
$14.1M
CWA
396
Core Wealth Advisors
Florida
$14.1M
EFM
397
Eley Financial Management
Vermont
$14.1M
VFPW
398
Vantage Financial Partners (Wisconsin)
Wisconsin
$13.9M
HSWM
399
Hubbell Strickland Wealth Management
Louisiana
$13.9M
BFS
400
Burkett Financial Services
South Carolina
$13.9M