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iShares Core S&P Mid-Cap ETF

2,391 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, 1,104 increasing their positions, 851 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,391
Holders Change
-45
Holders Change %
-1.85%
% of All Funds
32.47%
Holding in Top 10
364
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-5.94%
% of All Funds
4.94%
New
120
Increased
1,104
Reduced
851
Closed
119
Calls
$32.4M
Puts
$8.43M
Net Calls
+$23.9M
Net Calls Change
-$15.3M
Name Holding Trade Value Shares
Change
Shares
Change %
WPC
2476
White Pine Capital
Minnesota
-$208K -3,335 Closed
LWP
2477
LeClair Wealth Partners
Ohio
-$207K -3,327 Closed
RWM
2478
Reston Wealth Management
Virginia
-$207K -3,326 Closed
TAM
2479
TCP Asset Management
Ohio
-$207K -3,325 Closed
C1AG
2480
Client 1st Advisory Group
Florida
-$205K -3,284 Closed
LHWM
2481
Lake Hills Wealth Management
Texas
-$204K -3,282 Closed
VAMG
2482
Voisard Asset Management Group
Michigan
-$203K -3,255 Closed
RC
2483
Rovin Capital
Arizona
-$202K -3,249 Closed
SA
2484
Seneschal Advisors
Washington
-$202K -3,245 Closed
BP
2485
BBR Partners
New York
-$202K -3,239 Closed
MWA
2486
Monograph Wealth Advisors
California
-$201K -3,231 Closed
RA
2487
Rodgers & Associates
Pennsylvania
-$201K -3,230 Closed
CMI
2488
Clare Market Investments
Texas
-$201K -3,225 Closed
TH
2489
Team Hewins
California
-$201K -3,220 Closed
DC
2490
DeDora Capital
California
-$200K -3,212 Closed
MFG
2491
Menard Financial Group
Texas
-$169K -2,705 Closed
SMAM
2492
Sugar Maple Asset Management
Wisconsin
-$165K -2,655 Closed
CJ
2493
Caitlin John
Michigan
-$164K -2,633 Closed
MG
2494
MilWealth Group
Wisconsin
-$157K -2,515 Closed
BPAMU
2495
BTG Pactual Asset Management US
New York
-$136K -2,309 Closed
EF
2496
Empowered Funds
Pennsylvania
-$115K -1,851 Closed
QC
2497
Quent Capital
New York
-$109K -1,748 Closed
VHAM
2498
Van Hulzen Asset Management
California
-$95.1K -1,526 Closed
WCM
2499
Westend Capital Management
California
-$74.8K -1,200 Closed
FFA
2500
Fairfield Financial Advisors
Massachusetts
-$61.6K -988 Closed