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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 %
FWM
876
Forza Wealth Management
Florida
$3.56M -$8.75K -150 -0.2%
EW
877
Element Wealth
Mississippi
$3.54M -$61.5K -1,054 -2%
MSWM
878
McGlone Suttner Wealth Management
Wisconsin
$3.52M +$113K +1,931 +3%
AQR Capital Management
879
AQR Capital Management
Connecticut
$3.51M +$1.68M +28,722 +91%
JIC
880
Joel Isaacson & Co
New York
$3.49M -$185K -3,167 -5%
VFP
881
Verus Financial Partners
Virginia
$3.48M -$134K -2,436 -4%
IF
882
Intrua Financial
Texas
$3.47M +$1.33M +22,863 +62%
NP
883
Nilsine Partners
Colorado
$3.47M -$115K -1,970 -3%
S
884
Sachetta
Massachusetts
$3.45M +$133K +2,283 +4%
HL
885
HeadInvest LLC
Maine
$3.45M -$40.8K -699 -1%
EI
886
Ellevest Inc
New York
$3.44M -$465K -7,974 -12%
AWM
887
AE Wealth Management
Kansas
$3.43M +$145K +2,480 +4%
CGPCS
888
Capital Group Private Client Services
California
$3.43M +$140K +2,398 +4%
PMWMG
889
Parr McKnight Wealth Management Group
Minnesota
$3.39M -$142K -2,438 -4%
SI
890
Stephens Inc
Arkansas
$3.38M -$288K -4,929 -8%
HNWAG
891
High Net Worth Advisory Group
Florida
$3.37M +$1.15M +19,780 +52%
TWC
892
TD Waterhouse Canada
Ontario, Canada
$3.35M +$1.16M +19,833 +53%
AWP
893
Astra Wealth Partners
New Jersey
$3.34M +$34.3K +588 +1%
WA
894
Wealth Alliance
New York
$3.34M +$65.4K +1,120 +2%
BFWA
895
Benchmark Financial Wealth Advisors
Florida
$3.33M -$659K -11,293 -17%
WIA
896
Wetzel Investment Advisors
Indiana
$3.33M -$57.7K -988 -2%
GFWA
897
Grey Fox Wealth Advisors
Delaware
$3.32M +$228K +3,915 +7%
HWM
898
HighMark Wealth Management
Minnesota
$3.32M +$1.17K +20 +0%
WP
899
Wealthspan Partners
Iowa
$3.31M -$73.8K -1,265 -2%
AM
900
AGF Management
Ontario, Canada
$3.3M -$214K -3,675 -6%