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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 %
TSW
1151
Three Seasons Wealth
Utah
$1.69M -$95.8K -1,642 -5%
NC
1152
Napatree Capital
Rhode Island
$1.69M +$125K +2,144 +8%
T. Rowe Price Associates
1153
T. Rowe Price Associates
Maryland
$1.69M
ARC
1154
Advisor Resource Council
Texas
$1.68M +$1.01M +17,335 +151%
S
1155
Sunpointe
Missouri
$1.67M +$130K +2,225 +8%
MA
1156
MONECO Advisors
Connecticut
$1.67M -$380K -6,517 -19%
BAM
1157
Berkshire Asset Management
Pennsylvania
$1.65M +$29.5K +500 +2%
CPIA
1158
Cornell Pochily Investment Advisors
New York
$1.65M +$201K +3,443 +14%
FAM
1159
Forte Asset Management
New York
$1.64M -$129K -2,212 -7%
HAM
1160
Harmony Asset Management
Arizona
$1.64M +$528K +9,046 +48%
FA
1161
Fiducient Advisors
Illinois
$1.64M +$138K +2,357 +9%
AFC
1162
AFT Forsyth & Company
Florida
$1.64M -$8.17K -140 -0.5%
JWBC
1163
John W. Brooker & Co
California
$1.63M +$86.6K +1,485 +6%
FDW
1164
Fourth Dimension Wealth
Ohio
$1.63M +$1.18M +20,223 +265%
DACG
1165
Donor Advised Charitable Giving
California
$1.62M +$236K +4,046 +17%
LA
1166
Lane & Associates
New Jersey
$1.62M +$8.46K +145 +0.5%
CC
1167
Cadinha & Co
Hawaii
$1.62M -$6.71K -115 -0.4%
RWMG
1168
Redwood Wealth Management Group
New Jersey
$1.62M -$1.05K -18 -0.1%
GI
1169
GAMMA Investing
California
$1.61M +$90.7K +1,554 +6%
HCA
1170
Heck Capital Advisors
Wisconsin
$1.6M -$65.9K -1,130 -4%
AssetMark Inc
1171
AssetMark Inc
California
$1.6M -$538K -9,228 -25%
MWS
1172
MFA Wealth Services
California
$1.6M +$233K +3,996 +17%
PVAMC
1173
PPS&V Asset Management Consultants
Michigan
$1.6M -$20K -342 -1%
PWM
1174
Prosperity Wealth Management
California
$1.59M -$448K -7,677 -22%
WA
1175
WP Advisors
California
$1.59M +$4.44K +76 +0.3%