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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 %
TAM
251
Titleist Asset Management
Texas
$25.8M +$8.93M +153,061 +53%
NFG
252
Nations Financial Group
Iowa
$25.6M +$98.8K +1,693 +0.4%
B
253
Bailard
California
$25.4M +$1.3M +22,308 +5%
ACM
254
Arcataur Capital Management
Wisconsin
$25M +$1.46M +25,076 +6%
VCM
255
Verde Capital Management
Michigan
$25M +$994K +17,037 +4%
ASN
256
Advisory Services Network
Georgia
$25M +$710K +12,176 +3%
CFP
257
Catalyst Financial Partners
Massachusetts
$24.9M +$926K +15,872 +4%
RC
258
Randolph Company
Ohio
$24.7M -$270K -4,629 -1%
AA
259
ALPS Advisors
Colorado
$24.7M +$181K +3,100 +0.7%
NYLIM
260
New York Life Investment Management
New York
$24.5M -$3.64M -62,389 -13%
WAS
261
Wealth Advisory Solutions
Indiana
$24.4M -$1.11M -19,048 -4%
NA
262
NewEdge Advisors
Louisiana
$24.4M -$1.13M -19,358 -4%
DCM
263
Dupont Capital Management
Delaware
$24.3M +$1.67M +28,624 +7%
BWP
264
BlueStem Wealth Partners
Minnesota
$24.2M -$23.9M -409,455 -50%
SWA
265
Serenus Wealth Advisors
California
$24.2M -$713K -12,217 -3%
BAMG
266
Brand Asset Management Group
Missouri
$24M +$449K +7,689 +2%
WFA
267
West Financial Advisors
Iowa
$23.5M +$681K +11,672 +3%
LP
268
LGL Partners
Pennsylvania
$23.4M +$237K +4,056 +1%
KCM
269
Kanawha Capital Management
Virginia
$23.2M -$130K -2,229 -0.6%
IFPL
270
Investments & Financial Planning LLC
Kentucky
$23.2M -$583 -10 -0%
FWIA
271
Fort Washington Investment Advisors
Ohio
$23M -$1.65M -28,204 -7%
Lido Advisors
272
Lido Advisors
California
$22.9M -$717K -12,283 -3%
MAM
273
Mullooly Asset Management
New Jersey
$22.9M +$22.9M +392,814 New
SF
274
Summit Financial
New Jersey
$22.8M +$11.4M +194,926 +99%
OIA
275
OneDigital Investment Advisors
Kansas
$22.8M -$66.9K -1,147 -0.3%