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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 %
PI
476
Pachira Investments
California
$10.7M +$206K +3,536 +2%
MWM
477
MTC Wealth Management
Florida
$10.6M +$493K +8,451 +5%
LWM
478
LeConte Wealth Management
Tennessee
$10.6M +$10.6M +181,608 New
PA
479
Parallel Advisors
California
$10.6M +$1.77M +30,257 +20%
TCM
480
Towercrest Capital Management
Pennsylvania
$10.5M -$3.77M -64,544 -26%
MFA
481
Mayflower Financial Advisors
Massachusetts
$10.5M +$91.6K +1,569 +0.9%
SIC
482
Sterling Investment Counsel
New York
$10.5M +$4.61M +79,030 +78%
FWTB
483
First Western Trust Bank
Colorado
$10.5M -$1.27M -21,822 -11%
OFG
484
Omega Financial Group
California
$10.5M +$141K +2,422 +1%
ACM
485
Advisors Capital Management
New Jersey
$10.4M -$3.01M -51,664 -22%
NGA
486
Naples Global Advisors
Florida
$10.4M +$97.8K +1,676 +0.9%
CIA
487
Choate Investment Advisors
Massachusetts
$10.4M -$371K -6,365 -3%
RAM
488
Riggs Asset Management
Pennsylvania
$10.4M -$390K -6,688 -4%
GC
489
Grimes & Company
Massachusetts
$10.2M +$319K +5,459 +3%
CB
490
Commerce Bank
Missouri
$10.2M +$208K +3,572 +2%
AF
491
Affiance Financial
Minnesota
$10.2M -$494K -8,471 -5%
VCM
492
Vision Capital Management
Oregon
$10.2M -$156K -2,669 -2%
GWMIA
493
Global Wealth Management Investment Advisory
Florida
$10.1M +$446K +7,639 +5%
1NWS
494
1 North Wealth Services
Maryland
$10.1M +$1.19M +20,337 +13%
PWM
495
Partnership Wealth Management
Maryland
$10.1M +$44.2K +757 +0.4%
OWM
496
Olympus Wealth Management
Utah
$10.1M +$2.84M +48,697 +39%
ACP
497
Arcus Capital Partners
Georgia
$10.1M -$1.27M -21,728 -11%
MM
498
Meridian Management
Arkansas
$10.1M -$929K -15,917 -8%
PG
499
Proffitt & Goodson
Tennessee
$10M +$413K +7,077 +4%
HWM
500
HB Wealth Management
Georgia
$10M +$1.53M +26,283 +18%