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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
LWMT
101
Legacy Wealth Management (Tennessee)
Tennessee
$78.5M
SFG
102
Sage Financial Group
Pennsylvania
$77.1M
Janney Montgomery Scott
103
Janney Montgomery Scott
Pennsylvania
$77.1M
RWB
104
RMR Wealth Builders
New Jersey
$76.7M
FSC
105
Full Sail Capital
Oklahoma
$74.9M
LF
106
Lee Financial
Texas
$74.4M
AIA
107
Ally Invest Advisors
North Carolina
$74M
RWM
108
RKL Wealth Management
Pennsylvania
$72.5M
PA
109
Planning Alternatives
Michigan
$72.3M
TIAA Trust, National Association
110
TIAA Trust, National Association
North Carolina
$70.6M
EH
111
Equitable Holdings
New York
$67.9M
LRIA
112
Leonard Rickey Investment Advisors
Washington
$67.8M
GIM
113
Goelzer Investment Management
Indiana
$67.2M
MFIM
114
Mesirow Financial Investment Management
Illinois
$66.6M
BP
115
Ballentine Partners
Massachusetts
$66.2M
VC
116
Vicus Capital
Pennsylvania
$66M
HI
117
Harbour Investments
Wisconsin
$65.6M
MGIA
118
Moneta Group Investment Advisors
Missouri
$65.5M
TFO
119
Tarbox Family Office
California
$65.2M
SWP
120
Stratos Wealth Partners
Ohio
$64.6M
CCFCSB
121
Cape Cod Five Cents Savings Bank
Massachusetts
$64.4M
Cambridge Investment Research Advisors
122
Cambridge Investment Research Advisors
Iowa
$63.9M
AllianceBernstein
123
AllianceBernstein
Tennessee
$63.1M
CCM
124
Coldstream Capital Management
Washington
$62.5M
DIP
125
DT Investment Partners
Pennsylvania
$61.4M