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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 %
SIC
76
Sigma Investment Counselors
Michigan
$116M -$3.19M -54,610 -3%
CWM
77
Cahaba Wealth Management
Georgia
$111M +$2.82M +48,351 +3%
FT
78
Fiduciary Trust
Massachusetts
$111M +$1.91M +32,690 +2%
VOYA Investment Management
79
VOYA Investment Management
Georgia
$104M +$41.7M +714,086 +67%
WT
80
Whittier Trust
California
$101M +$1.67M +28,681 +2%
HC
81
Hamilton Capital
Ohio
$101M +$100M +1,719,673 +13,301%
Focus Partners Wealth
82
Focus Partners Wealth
Massachusetts
$99.8M +$7.88M +134,969 +9%
Wealth Enhancement Advisory Services
83
Wealth Enhancement Advisory Services
Minnesota
$97.2M -$4.47M -76,556 -4%
SPIA
84
Steward Partners Investment Advisory
New York
$96.1M +$2.98M +51,138 +3%
BPWM
85
Badgley Phelps Wealth Managers
Washington
$95.8M +$3.13M +53,568 +3%
M&T Bank
86
M&T Bank
New York
$93.6M +$2.72M +46,585 +3%
FMII
87
Farmers & Merchants Investments Inc
Nebraska
$93.1M +$3.56M +60,950 +4%
AIM
88
Acropolis Investment Management
Missouri
$92.9M +$879K +15,067 +1%
LW
89
Linscomb Wealth
Texas
$91.1M -$211K -3,613 -0.2%
Ensign Peak Advisors
90
Ensign Peak Advisors
Utah
$90.8M +$8.22M +140,910 +10%
State Street
91
State Street
Massachusetts
$87.7M +$13.1M +225,168 +18%
FIB
92
First Interstate Bank
Montana
$86.3M +$617K +10,569 +0.7%
Temasek Holdings
93
Temasek Holdings
Singapore
$85.9M +$85.9M +1,472,640 New
LFS
94
Lutz Financial Services
Nebraska
$85.1M +$786K +13,472 +0.9%
Bessemer Group
95
Bessemer Group
New Jersey
$84.7M -$1.95M -33,479 -2%
KA
96
Klingman & Associates
New York
$83.6M +$2.94M +50,460 +4%
BFPW
97
BOK Financial Private Wealth
Colorado
$80.3M +$2.21M +37,877 +3%
CAM
98
Chandler Asset Management
California
$80.2M +$7.41M +127,055 +10%
William Blair & Company
99
William Blair & Company
Illinois
$80.1M +$40.8M +699,041 +104%
SOMRS
100
State of Michigan Retirement System
Michigan
$79.5M -$40.4M -692,800 -34%