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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 %
BA
1026
Brightwater Advisory
Florida
$2.3M +$419K +7,174 +22%
JFG
1027
Jefferies Financial Group
New York
$2.29M -$5.41M -92,641 -70%
NFP
1028
NorthLanding Financial Partners
New York
$2.29M -$27.2K -467 -1%
W
1029
WorthPointe
California
$2.28M -$67.5K -1,156 -3%
1IA
1030
1834 Investment Advisors
Wisconsin
$2.27M +$4.79K +82 +0.2%
BFW
1031
Brady Family Wealth
Missouri
$2.23M -$146K -2,503 -6%
BA
1032
Ballew Advisors
Mississippi
$2.23M +$79.5K +1,462 +4%
WDL
1033
Well Done LLC
Michigan
$2.23M -$19.3K -309 -0.9%
PGWM
1034
Pitti Group Wealth Management
New York
$2.23M +$73.5K +1,259 +3%
GC
1035
Gilbert & Cook
Iowa
$2.23M -$7.06K -121 -0.3%
MWM
1036
MY Wealth Management
Maryland
$2.22M
AWM
1037
Atticus Wealth Management
Florida
$2.22M -$5.09M -87,290 -70%
PFW
1038
Petros Family Wealth
Minnesota
$2.22M +$8.11K +139 +0.4%
EC
1039
Estate Counselors
Wisconsin
$2.21M -$607K -10,395 -22%
CNBT
1040
Canandaigua National Bank & Trust
New York
$2.21M +$5.72K +98 +0.3%
OFG
1041
Oxford Financial Group
Indiana
$2.21M -$21.6K -370 -1%
CSIC
1042
Clifford Swan Investment Counsel
California
$2.19M +$30.8K +528 +1%
CFO
1043
Colony Family Offices
North Carolina
$2.19M
QCM
1044
QRG Capital Management
Illinois
$2.19M -$94.8K -1,624 -4%
LFP
1045
Lakeshore Financial Planning
Michigan
$2.19M -$28.8K -494 -1%
B
1046
Bensler
Washington
$2.18M -$157K -2,683 -7%
BFM
1047
Broadview Financial Management
Wisconsin
$2.18M -$112K -1,927 -5%
CAMG
1048
CWA Asset Management Group
Florida
$2.17M +$427K +7,311 +24%
ASW
1049
Astoria Strategic Wealth
Texas
$2.16M +$31.1K +533 +1%
GFG
1050
Greystone Financial Group
Michigan
$2.16M -$338K -5,794 -14%