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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 %
CBA
1076
Coastal Bridge Advisors
Connecticut
$1.99M +$1.99M +34,161 New
LC
1077
LCNB Corp
Ohio
$1.99M +$157K +2,690 +9%
DWP
1078
Daymark Wealth Partners
Ohio
$1.99M +$388K +6,653 +24%
SI
1079
Seeds Investor
New York
$1.99M +$125K +2,141 +7%
OFS
1080
Oldfather Financial Services
Nebraska
$1.99M +$132K +2,267 +7%
RWIA
1081
Roger Wittlin Investment Advisory
California
$1.99M +$5.49K +94 +0.3%
FCA
1082
Fortis Capital Advisors
Kansas
$1.98M +$1.46M +25,002 +279%
LSWP
1083
Liberty Square Wealth Partners
Pennsylvania
$1.98M +$17.2K +295 +0.9%
FWP
1084
Forefront Wealth Partners
Texas
$1.98M +$219K +3,757 +12%
SL
1085
SWF LLC
Nebraska
$1.97M +$1.97M +33,846 New
ST
1086
Sentinel Trust
Texas
$1.96M -$1.46M -24,995 -43%
FDCDDQ
1087
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.95M +$1.22M +20,886 +166%
PFBT
1088
Parkside Financial Bank & Trust
Missouri
$1.95M +$74.5K +1,276 +4%
NS
1089
NBC Securities
Alabama
$1.95M +$1.95M +33,391 +115,141%
SWM
1090
SpringVest Wealth Management
Texas
$1.95M -$266K -4,563 -12%
SCA
1091
St. Clair Advisors
Ohio
$1.94M -$43.8K -751 -2%
PI
1092
PineBridge Investments
New York
$1.94M -$43.9M -752,583 -96%
MCM
1093
Maple Capital Management
Vermont
$1.94M -$391K -6,698 -17%
ACIM
1094
Azimuth Capital Investment Management
Michigan
$1.93M
OP
1095
ORG Partners
Indiana
$1.93M -$5.6M -95,797 -74%
SIA
1096
SeaBridge Investment Advisors
New Jersey
$1.93M
LRWA
1097
Long Run Wealth Advisors
New York
$1.9M +$135K +2,318 +8%
KCM
1098
Kathmere Capital Management
Pennsylvania
$1.9M +$787K +13,486 +71%
PTC
1099
Philadelphia Trust Company
Pennsylvania
$1.9M
EW
1100
Evoke Wealth
California
$1.9M +$14K +240 +0.7%