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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 %
DWT
576
Dorsey & Whitney Trust
South Dakota
$7.88M -$951K -16,303 -11%
MWM
577
Mascoma Wealth Management
New Hampshire
$7.87M +$838K +14,362 +12%
SLT
578
St Louis Trust
Missouri
$7.87M -$1.44M -24,637 -15%
YP
579
YANKCOM Partnership
South Dakota
$7.87M -$211K -3,622 -3%
AA
580
Advisory Alpha
Michigan
$7.84M +$371K +6,351 +5%
CFB
581
Cullen/Frost Bankers
Texas
$7.82M +$41K +703 +0.5%
PIAS
582
PCA Investment Advisory Services
Ohio
$7.82M +$1.2M +20,609 +18%
MIM
583
MetLife Investment Management
New Jersey
$7.77M +$326K +5,590 +4%
RIA
584
Richwood Investment Advisors
Ohio
$7.76M +$268K +4,592 +4%
VBFG
585
Vishria Bird Financial Group
Tennessee
$7.74M +$7.49M +128,300 +2,953%
EIA
586
Eldridge Investment Advisors
New Hampshire
$7.73M -$23.7K -406 -0.3%
ODIJL
587
One Day In July LLC
Vermont
$7.72M -$3.67M -62,872 -32%
PWW
588
Pettyjohn Wood & White
Virginia
$7.7M +$23.8K +408 +0.3%
GIA
589
GHP Investment Advisors
Colorado
$7.7M -$6.48K -111 -0.1%
MF
590
Montis Financial
Massachusetts
$7.67M +$46K +788 +0.6%
RFG
591
RFP Financial Group
Georgia
$7.65M +$107K +1,833 +1%
LGA
592
Lebenthal Global Advisors
New York
$7.65M +$186K +3,186 +2%
CNBTD
593
Citizens National Bank Trust Department
Mississippi
$7.62M +$110K +1,887 +1%
WFAG
594
Wescott Financial Advisory Group
Pennsylvania
$7.62M +$969K +16,614 +15%
SWA
595
Stratos Wealth Advisors
Ohio
$7.62M +$179K +3,067 +2%
AIMC
596
Alley Investment Management Company
Illinois
$7.52M +$47.7K +818 +0.6%
VRM
597
Vectors Research Management
New York
$7.52M +$1.65M +28,323 +28%
MCM
598
Magnolia Capital Management
New York
$7.35M -$251K -4,300 -3%
GWMR
599
GC Wealth Management RIA
Massachusetts
$7.35M +$2.86K +49 +0%
BTWM
600
Baker Tilly Wealth Management
Wisconsin
$7.33M -$811K -13,896 -10%