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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 %
MPCG
501
Matrix Private Capital Group
New York
$10M -$42.8K -734 -0.4%
BBNA
502
Bremer Bank National Association
Minnesota
$9.91M +$433K +7,421 +5%
CAM
503
Campion Asset Management
Virginia
$9.86M +$358K +6,138 +4%
MSA
504
Mason Street Advisors
Wisconsin
$9.85M -$4.64M -79,600 -32%
CFA
505
Cahill Financial Advisors
Minnesota
$9.85M +$225K +3,856 +2%
LPFG
506
Landing Point Financial Group
Ohio
$9.82M -$1.53M -26,276 -13%
CI
507
CX Institutional
Indiana
$9.8M +$1.16M +19,944 +13%
CAC
508
Certified Advisory Corp
Florida
$9.8M -$172K -2,947 -2%
NW
509
NewEdge Wealth
Pennsylvania
$9.76M +$34.9K +598 +0.4%
TCM
510
Telos Capital Management
California
$9.72M +$313K +5,366 +3%
RFO
511
RiverGlades Family Offices
Florida
$9.72M +$24.9K +426 +0.3%
DC
512
Davenport & Co
Virginia
$9.68M +$313K +5,361 +3%
AWM
513
Avaii Wealth Management
Wisconsin
$9.68M +$9.34M +160,077 +2,779%
CFG
514
Carr Financial Group
Massachusetts
$9.66M +$28.5K +489 +0.3%
CCB
515
Country Club Bank
Missouri
$9.65M +$816K +14,020 +9%
SA
516
SoundView Advisors
Washington
$9.53M +$331K +5,669 +4%
CB
517
Community Bank
New York
$9.52M -$700 -12 -0%
AFS
518
Aft Forsyth & Sober
Florida
$9.52M -$4.03M -69,000 -30%
IA
519
IFP Advisors
Florida
$9.49M +$1.45M +24,920 +18%
FCBT
520
First Citizens Bank & Trust
North Carolina
$9.46M +$150K +2,577 +2%
FFS
521
Founders Financial Securities
Maryland
$9.45M +$687K +12,088 +8%
GVAG
522
Great Valley Advisor Group
Delaware
$9.42M +$123K +2,116 +1%
D
523
Dentgroup
Louisiana
$9.33M +$651K +11,156 +8%
Vanguard Group
524
Vanguard Group
Pennsylvania
$9.31M +$25.6K +438 +0.3%
EA
525
Enclave Advisors
Texas
$9.27M -$1.06M -18,097 -10%