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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 %
NPF
401
Norris Perne & French
Michigan
$13.9M -$317K -5,438 -2%
MFC
402
Mechanics Financial Corp
Ohio
$13.9M +$196K +3,357 +1%
AF
403
Advisornet Financial
Minnesota
$13.8M +$1.61M +27,532 +13%
FWM
404
FFT Wealth Management
Pennsylvania
$13.7M -$16.6K -284 -0.1%
PP
405
PDS Planning
Ohio
$13.6M +$686K +11,751 +5%
SAA
406
Southeast Asset Advisors
Georgia
$13.6M +$9.9M +169,710 +271%
FIM
407
Freedom Investment Management
Connecticut
$13.6M +$539K +9,234 +4%
WCM
408
Windsor Capital Management
Arizona
$13.5M +$432K +7,405 +3%
IWMA
409
Ironwood Wealth Management (Arizona)
Arizona
$13.5M +$451K +7,732 +3%
PCFFS
410
Pacific Center for Financial Services
California
$13.4M -$180K -3,088 -1%
ET
411
Equitable Trust
Tennessee
$13.4M +$384K +6,578 +3%
GGS
412
Galvin Gaustad & Stein
Arizona
$13.3M +$929K +15,925 +8%
RhumbLine Advisers
413
RhumbLine Advisers
Massachusetts
$13.3M +$4.02M +68,858 +43%
AC
414
Apella Capital
Connecticut
$13.2M +$12.8M +228,795 +2,959%
WAG
415
Winthrop Advisory Group
Massachusetts
$13.2M -$603K -10,326 -4%
CA
416
CoreCap Advisors
Michigan
$13.2M -$194K -3,325 -1%
CRC
417
Curi RMB Capital
Illinois
$13.2M -$6.45M -110,515 -33%
AIA
418
Armor Investment Advisors
North Carolina
$13.1M +$166K +2,837 +1%
CIBC World Market
419
CIBC World Market
Ontario, Canada
$13M -$258K -4,426 -2%
GWAM
420
Guardian Wealth Advisors (Minnesota)
Minnesota
$13M +$1.16M +19,876 +10%
MWC
421
MKD Wealth Coaches
Michigan
$12.9M +$12.5M +214,979 +3,314%
AA
422
Argent Advisors
Louisiana
$12.9M -$348K -5,972 -3%
CTA
423
Colonial Trust Advisors
South Carolina
$12.8M +$185K +3,178 +1%
CF
424
Centaurus Financial
California
$12.7M +$415K +7,104 +3%
CWA
425
Consilio Wealth Advisors
Washington
$12.7M +$431K +7,388 +4%