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iShares Core S&P Mid-Cap ETF

2,392 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, 1,105 increasing their positions, 851 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,392
Holders Change
-44
Holders Change %
-1.81%
% of All Funds
32.48%
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
1,105
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 %
CIAS
626
Capital Investment Advisory Services
North Carolina
$6.86M +$105K +1,795 +2%
MA
627
Mutual Advisors
Nebraska
$6.85M +$559K +9,876 +9%
BHIA
628
Birch Hill Investment Advisors
Massachusetts
$6.82M +$119K +2,035 +2%
FG
629
Fiduciary Group
Georgia
$6.81M -$121K -2,081 -2%
LIA
630
Lynx Investment Advisory
District of Columbia
$6.81M -$246K -4,213 -3%
EWA
631
Exencial Wealth Advisors
Oklahoma
$6.81M -$46.3K -794 -0.7%
PGFC
632
Peapack-Gladstone Financial Corp
New Jersey
$6.81M -$23.4K -401 -0.3%
PFS
633
Prospera Financial Services
Texas
$6.78M +$205K +3,517 +3%
SCA
634
Snowden Capital Advisors
New York
$6.76M +$674K +11,551 +11%
SW
635
SlateStone Wealth
Florida
$6.76M -$9.57K -164 -0.1%
NEAM
636
New England Asset Management
Connecticut
$6.74M +$1.42M +24,390 +27%
SCM
637
SOL Capital Management
Maryland
$6.73M +$637K +10,925 +10%
SIAM
638
Sterling Investment Advisors (Missouri)
Missouri
$6.68M +$85K +1,456 +1%
GWM
639
Global Wealth Management
New Jersey
$6.67M -$207K -3,542 -3%
WG
640
Watchman Group
Texas
$6.67M -$216K -3,702 -3%
BCM
641
Boltwood Capital Management
California
$6.66M +$42.6K +730 +0.6%
MFG
642
Merit Financial Group
Georgia
$6.65M +$1.01M +17,330 +18%
CPW
643
Crestmont Private Wealth
Texas
$6.63M -$2.97M -50,956 -31%
BOH
644
Bank of Hawaii
Hawaii
$6.56M
FHA
645
Flagship Harbor Advisors
Massachusetts
$6.56M +$1.14M +19,466 +21%
AF
646
Apollon Financial
South Carolina
$6.55M +$3.7M +63,402 +130%
CCWA
647
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.54M -$480K -8,226 -7%
BAM
648
Belpointe Asset Management
Nevada
$6.53M +$142K +2,430 +2%
OWM
649
Opes Wealth Management
California
$6.51M +$1.3M +22,347 +25%
JWM
650
JPL Wealth Management
Colorado
$6.51M +$110K +1,878 +2%