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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 %
Ameriprise
26
Ameriprise
Minnesota
$499M -$24.3M -416,037 -5%
Financial Engines Advisors
27
Financial Engines Advisors
California
$475M -$8.36M -143,279 -2%
HighTower Advisors
28
HighTower Advisors
Illinois
$431M +$3.31M +56,689 +0.8%
RFC
29
Regions Financial Corp
Alabama
$423M +$4.74M +81,228 +1%
Pathstone Holdings
30
Pathstone Holdings
New Jersey
$408M -$588K -10,070 -0.1%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$387M +$23M +394,207 +6%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$370M +$712K +12,194 +0.2%
AG
33
AlTi Global
New York
$365M -$22.8M -390,517 -6%
AA
34
Alesco Advisors
New York
$306M -$763K -13,074 -0.2%
US Bancorp
35
US Bancorp
Minnesota
$298M +$11M +188,515 +4%
Creative Planning
36
Creative Planning
Kansas
$292M +$3.41M +58,485 +1%
Corient Private Wealth
37
Corient Private Wealth
Florida
$287M +$147M +2,512,004 +104%
MCM
38
MAI Capital Management
Ohio
$285M +$12.7M +216,871 +5%
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$284M -$4.99M -85,587 -2%
BIM
40
Bridges Investment Management
Nebraska
$265M +$13.8M +236,346 +5%
Jones Financial Companies
41
Jones Financial Companies
Missouri
$264M +$54M +926,999 +26%
Cerity Partners
42
Cerity Partners
New York
$262M +$31.2M +535,233 +14%
HNB
43
Huntington National Bank
Ohio
$260M -$267M
CAM
44
Cresset Asset Management
Illinois
$260M +$44.8M +767,130 +21%
CWM
45
Circle Wealth Management
New Jersey
$248M -$2.18M -37,388 -0.9%
P
46
&Partners
Tennessee
$246M +$47.6M +814,174 +24%
MERSOM
47
Municipal Employees' Retirement System of Michigan
Michigan
$213M +$95.7M +1,640,536 +82%
SV
48
Starboard Value
New York
$208M -$23.4M -400,393 -10%
VFA
49
Valeo Financial Advisors
Indiana
$202M +$19.4M +332,514 +11%
Baird Financial Group
50
Baird Financial Group
Wisconsin
$198M -$332K -5,693 -0.2%