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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
Envestnet Portfolio Solutions
201
Envestnet Portfolio Solutions
Illinois
$36.7M
SWA
202
Sax Wealth Advisors
New Jersey
$36.5M
Lazard Asset Management
203
Lazard Asset Management
New York
$36.2M
OC
204
Oppenheimer & Co
New York
$36M
LBC
205
Lowe Brockenbrough & Co
Virginia
$35.9M
ETS
206
ESL Trust Services
New York
$35.8M
Thrivent Financial for Lutherans
207
Thrivent Financial for Lutherans
Minnesota
$35.6M
JIC
208
Johnson Investment Counsel
Ohio
$35.4M
VFA
209
Voya Financial Advisors
Connecticut
$35.1M
CIM
210
CIM Investment Management
Pennsylvania
$35M
WHG
211
Westwood Holdings Group
Texas
$34.5M
AF
212
Allworth Financial
California
$34.2M
BFA
213
Beaumont Financial Advisors
Massachusetts
$33.9M
Natixis Advisors
214
Natixis Advisors
Massachusetts
$33.7M
FNBT
215
FineMark National Bank & Trust
Florida
$33.5M
IWC
216
Integrated Wealth Concepts
Massachusetts
$33.4M
CWA
217
CJM Wealth Advisers
Virginia
$33.1M
RIG
218
RiverFront Investment Group
Virginia
$32.9M
Citigroup
219
Citigroup
New York
$32.6M
NC
220
NewSquare Capital
Pennsylvania
$32.6M
DT
221
Diversified Trust
Tennessee
$32.3M
HI
222
Hudock Inc
Pennsylvania
$31.6M
Barclays
223
Barclays
United Kingdom
$30.8M
GG
224
Greenwood Gearhart
Arkansas
$30.5M
CIA
225
Capital Investment Advisors
Georgia
$30.5M