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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 %
JSW
276
Journey Strategic Wealth
New Jersey
$22.7M +$4.32M +74,100 +24%
BPA
277
Beacon Pointe Advisors
California
$22.7M -$459K -7,863 -2%
BSSFA
278
Baron Silver Stevens Financial Advisors
Florida
$22.7M -$646K -11,067 -3%
BWIA
279
Bryant Woods Investment Advisors
New York
$22.6M -$140K -2,392 -0.6%
SL
280
Salomon & Ludwin
Virginia
$22.5M -$427K -7,317 -2%
KWMG
281
King Wealth Management Group
Florida
$22.5M +$246K +4,221 +1%
VA
282
VestGen Advisors
Illinois
$22.1M +$22.1M +379,536 New
CIA
283
Concurrent Investment Advisors
Florida
$22.1M -$1.8M -30,905 -8%
ISB
284
Iowa State Bank
Iowa
$22M +$938K +16,071 +4%
TPCW
285
TD Private Client Wealth
New York
$21.9M -$719K -12,330 -3%
TCM
286
Twele Capital Management
Minnesota
$21.9M +$1.57M +26,908 +8%
GIA
287
Gladstone Institutional Advisory
Florida
$21.4M +$2.48M +42,485 +13%
NRI
288
NFP Retirement Inc
California
$21.3M +$4.23M +72,451 +25%
JFGIW
289
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21.2M +$1.13M +19,356 +6%
HCA
290
Horan Capital Advisors
Ohio
$21.2M +$213K +3,654 +1%
HG
291
Harbor Group
New Hampshire
$21.1M -$6.9M -118,302 -25%
AB
292
ANB Bank
Colorado
$21.1M +$915K +15,673 +5%
MCWS
293
McKinley Carter Wealth Services
West Virginia
$21.1M +$4.91M +84,081 +30%
ATC
294
Argent Trust Co
Tennessee
$21.1M +$31.7K +544 +0.2%
KPWS
295
Kestra Private Wealth Services
Texas
$21M +$591K +10,136 +3%
SPC
296
Sigma Planning Corp
Michigan
$21M -$1.13M -19,358 -5%
DA
297
Drake & Associates
Wisconsin
$20.7M +$675K +11,561 +3%
GT
298
Glenview Trust
Kentucky
$20.6M +$235K +4,023 +1%
HS
299
Horan Securities
United States
$20.6M +$610K +10,447 +3%
AWM
300
Altus Wealth Management
Kentucky
$20.4M -$53.2K -912 -0.3%