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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 %
EWM
526
Evercore Wealth Management
New York
$9.27M -$671K -11,499 -7%
USB
527
Union Savings Bank
Connecticut
$9.26M -$579K -9,927 -6%
EIP
528
Ellis Investment Partners
Pennsylvania
$9.25M +$41.8K +717 +0.5%
JF
529
JSF Financial
California
$9.19M -$33.2K -569 -0.4%
NAM
530
NTV Asset Management
West Virginia
$9.18M -$255K -4,362 -3%
ABC
531
Associated Banc-Corp
Wisconsin
$9.16M +$191K +3,273 +2%
Citadel Advisors
532
Citadel Advisors
Florida
$9.15M -$8.04M -137,843 -47%
JWCA
533
J.W. Cole Advisors
Florida
$8.99M +$731K +12,529 +9%
HAC
534
Harbor Advisory Corp
New Hampshire
$8.98M +$453K +7,771 +5%
RSVP
535
Ramsay Stattman Vela & Price
Colorado
$8.86M +$80.6K +1,382 +0.9%
SIM
536
Stratos Investment Management
Ohio
$8.84M +$65.6K +1,125 +0.7%
ITB
537
Idaho Trust Bank
Idaho
$8.83M +$51.2K +878 +0.6%
SFI
538
SPC Financial Inc
Maryland
$8.82M +$460K +7,884 +6%
ZIM
539
Zacks Investment Management
Illinois
$8.77M -$54.6K -936 -0.6%
NAM
540
NorthCrest Asset Manangement
Minnesota
$8.77M -$969K -16,605 -10%
FCP
541
Fidelis Capital Partners
Florida
$8.75M +$3.97M +70,122 +83%
RPC
542
Rossmore Private Capital
Connecticut
$8.71M +$289K +4,957 +3%
TA
543
TruWealth Advisors
Louisiana
$8.7M +$280K +4,792 +3%
EFS
544
Econ Financial Services
Pennsylvania
$8.62M +$2.96M +50,664 +52%
LFAS
545
Level Four Advisory Services
Texas
$8.61M +$1.77M +30,386 +26%
PWP
546
Precedent Wealth Partners
Texas
$8.56M -$1.52M -25,964 -15%
AAS
547
Asset Allocation Strategies
Michigan
$8.54M -$465K -7,961 -5%
PBO
548
Peoples Bank (Ohio)
Ohio
$8.52M -$19.6K -336 -0.2%
HHWM
549
Hiley Hunt Wealth Management
Nebraska
$8.5M +$66.5K +1,133 +0.8%
AI
550
Atria Investments
North Carolina
$8.49M -$430K -7,376 -5%