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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
AWA
126
Alaska Wealth Advisors
Alaska
$61.2M
LI
127
LVZ Inc
Michigan
$61.1M
Bank of Nova Scotia
128
Bank of Nova Scotia
Ontario, Canada
$60.9M
HI
129
Horizon Investments
North Carolina
$60.3M
AFG
130
Arkansas Financial Group
Arkansas
$59.5M
PAG
131
Private Advisor Group
New Jersey
$58.8M
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$58.8M
DWM
133
Destination Wealth Management
California
$58.7M
WTC
134
WhitTier Trust Company
Nevada
$57.7M
CA
135
Clearstead Advisors
Ohio
$57.6M
FHA
136
First Horizon Advisors
Tennessee
$56.8M
BSB
137
Bangor Savings Bank
Maine
$56.8M
MA
138
MCF Advisors
Kentucky
$56.7M
FTWA
139
Fifth Third Wealth Advisors
Ohio
$56.1M
KAS
140
Kestra Advisory Services
Texas
$55.6M
Mercer Global Advisors
141
Mercer Global Advisors
Colorado
$54.4M
VA
142
Valmark Advisers
Ohio
$54.3M
WA
143
Waverly Advisors
Alabama
$52.7M
CPIG
144
Chicago Partners Investment Group
Illinois
$52.5M
AWE
145
Avidian Wealth Enterprises
Texas
$52M
PRA
146
Pine Ridge Advisers
New York
$52M
LGWM
147
Litman Gregory Wealth Management
California
$50.8M
AF
148
Arrow Financial
New York
$50.5M
CFG
149
CKW Financial Group
Hawaii
$49.9M
TD Asset Management
150
TD Asset Management
Ontario, Canada
$49.8M