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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 %
LSPW
551
Lake Street Private Wealth
Illinois
$8.47M +$255K +4,373 +3%
WB
552
WesBanco Bank
West Virginia
$8.47M +$10.9K +187 +0.1%
SW
553
StrongBox Wealth
Missouri
$8.39M +$652K +11,169 +8%
ST
554
Sageworth Trust
Pennsylvania
$8.36M +$7.4M +126,793 +772%
ISWM
555
Independent Solutions Wealth Management
New York
$8.28M +$74.4K +1,266 +0.9%
RWS
556
Rochester Wealth Strategies
Michigan
$8.24M +$8.24M +141,255 New
DC
557
Destiny Capital
Colorado
$8.23M +$541K +9,279 +7%
BWA
558
BlueChip Wealth Advisors
Georgia
$8.11M -$499K -8,552 -6%
EW
559
Elyxium Wealth
California
$8.1M -$75K -1,286 -0.9%
SFC
560
Strategic Financial Concepts
Texas
$8.09M +$983K +16,845 +14%
FF
561
Finley Financial
Nevada
$8.09M +$141K +2,478 +2%
RP
562
Rice Partnership
Hawaii
$8.09M +$2.16M +37,067 +36%
PWA
563
Physician Wealth Advisors
Utah
$8.08M -$1.25M -21,496 -13%
TA
564
Tectonic Advisors
Texas
$8.07M +$308K +5,278 +4%
GCA
565
Greenwood Capital Associates
South Carolina
$8.07M +$4.36M +74,746 +118%
BHBT
566
Burke & Herbert Bank & Trust
Virginia
$8.01M +$14.2K +244 +0.2%
EB
567
Eastern Bank
Massachusetts
$7.99M -$1.17M -20,046 -13%
NCM
568
Novare Capital Management
North Carolina
$7.98M +$422K +7,225 +6%
LKWM
569
Lee-Kelleher Wealth Management
Maryland
$7.98M +$146K +2,503 +2%
KWM
570
Kingsview Wealth Management
Oregon
$7.96M -$503K -8,627 -6%
NHT
571
New Hampshire Trust
New Hampshire
$7.95M -$610K -10,449 -7%
PCP
572
Panoramic Capital Partners
Oregon
$7.94M +$1.36M +26,497 +21%
LC
573
Lindbrook Capital
California
$7.92M -$204K -3,492 -3%
BMD
574
Better Money Decisions
New Mexico
$7.92M -$99.2K -1,700 -1%
CGFA
575
Colton Groome Financial Advisors
North Carolina
$7.91M -$481K -8,460 -6%