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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 %
FNT
351
First National Trust
Pennsylvania
$16.8M -$1.33M -22,764 -7%
LIM
352
Leavell Investment Management
Alabama
$16.8M -$248K -4,242 -1%
Brown Advisory
353
Brown Advisory
Maryland
$16.7M +$4.4M +75,425 +36%
AWA
354
Artemis Wealth Advisors
New York
$16.5M +$16.5M +282,963 New
NOI
355
Newton One Investments
Delaware
$16.4M +$190K +3,260 +1%
TPWA
356
TRUE Private Wealth Advisors
Oregon
$16.3M -$10.2M -174,550 -38%
ACGA
357
Atlanta Consulting Group Advisors
Georgia
$16.3M +$4.57M +78,368 +39%
PPW
358
PACK Private Wealth
Minnesota
$16.2M -$17K -292 -0.1%
CFIA
359
Cantor Fitzgerald Investment Advisors
New York
$16.2M -$400K -6,847 -2%
JWBC
360
J.W. Burns & Co
New York
$16.1M +$417K +7,139 +3%
FAIM
361
Financial Advocates Investment Management
Washington
$16.1M -$7.21M -123,548 -31%
BBHC
362
Brown Brothers Harriman & Co
New York
$16M -$1.33M -22,776 -8%
IW
363
Instrumental Wealth
Florida
$15.9M +$3.56M +62,860 +29%
MSA
364
Marino Stram & Associates
Massachusetts
$15.9M +$309K +5,301 +2%
4WM
365
49 Wealth Management
Texas
$15.8M +$15.4M +263,158 +3,157%
AWM
366
Avondale Wealth Management
Texas
$15.8M +$929K +15,914 +6%
1SB
367
1ST Source Bank
Indiana
$15.8M +$1.01M +17,330 +7%
AMG
368
Asset Management Group
Connecticut
$15.7M +$993K +17,011 +7%
HAS
369
Holland Advisory Services
Florida
$15.6M +$3.29M +56,365 +27%
CA
370
Cambridge Advisors
Nebraska
$15.6M +$8.99K +154 +0.1%
TCWA
371
Turtle Creek Wealth Advisors
Texas
$15.4M +$2.16M +36,995 +16%
CASB
372
Cape Ann Savings Bank
Massachusetts
$15.4M -$494K -8,466 -3%
FWA
373
FSM Wealth Advisors
Ohio
$15.3M +$564K +9,665 +4%
LPAM
374
Lodestar Private Asset Management
California
$15.2M +$439K +7,521 +3%
APW
375
Acima Private Wealth
Virginia
$15.1M -$2.05M -35,205 -12%