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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 %
BB
1126
Berkshire Bank
Massachusetts
$1.8M
GWS
1127
Glassman Wealth Services
Virginia
$1.8M -$40.8K -699 -2%
CCT
1128
Capital City Trust
Florida
$1.79M +$19.3K +330 +1%
DWG
1129
Darden Wealth Group
Michigan
$1.78M +$2.39K +41 +0.1%
HCA
1130
Harbour Capital Advisors
Virginia
$1.78M +$23.6K +425 +1%
AAG
1131
Armstrong Advisory Group
Massachusetts
$1.78M
FP
1132
Factorial Partners
New York
$1.77M +$1.77M +30,400 New
LWL
1133
Leo Wealth LLC
Texas
$1.77M -$192K -3,289 -10%
AWM
1134
Apex Wealth Management
New Hampshire
$1.76M +$101K +1,737 +6%
IP
1135
Ignite Planners
California
$1.76M +$72.8K +1,271 +4%
PPC
1136
Park Place Capital
Alabama
$1.76M -$20K -343 -1%
OCM
1137
Orion Capital Management
California
$1.76M -$296K -5,080 -14%
FNC
1138
First National Corp
Massachusetts
$1.75M +$26.1K +447 +2%
AC
1139
AWM Capital
Arizona
$1.75M +$109K +1,870 +7%
NCG
1140
Newport Capital Group
New Jersey
$1.75M -$5.02K -86 -0.3%
RT
1141
Rockland Trust
Massachusetts
$1.73M -$87.1K -1,492 -5%
IFO
1142
Independent Family Office
New York
$1.73M
IAA
1143
Independent Advisor Alliance
North Carolina
$1.72M -$27.5M -470,556 -94%
TIAAOA
1144
Teachers Insurance & Annuity Association of America
New York
$1.72M
RCG
1145
Regatta Capital Group
California
$1.72M -$158K -2,708 -8%
FPGK
1146
Financial Partners Group (Kansas)
Kansas
$1.72M +$11.7K +200 +0.7%
CFG
1147
Cooper Financial Group
California
$1.71M +$129K +2,208 +8%
FB
1148
Finward Bancorp
Indiana
$1.71M -$22.2K -380 -1%
MHS
1149
M Holdings Securities
Oregon
$1.7M +$200K +3,435 +13%
SAI
1150
Savvy Advisors Inc
New York
$1.7M +$656K +11,241 +63%