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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 %
CA
1251
CGN Advisors
Kansas
$1.34M +$136K +2,339 +11%
PCA
1252
Pallas Capital Advisors
Massachusetts
$1.33M -$30.1K -515 -2%
UBV
1253
United Bank (Virginia)
Virginia
$1.33M -$2.74K -47 -0.2%
OFS
1254
Orrstown Financial Services
Pennsylvania
$1.33M -$8.44M -144,595 -86%
IAS
1255
IMA Advisory Services
Colorado
$1.33M +$2.1K +36 +0.2%
MIM
1256
Marco Investment Management
Georgia
$1.32M
PPA
1257
Pacific Point Advisors
California
$1.32M +$83.3K +1,428 +7%
DW
1258
Dodds Wealth
Colorado
$1.31M -$84.3K -1,445 -6%
AFG
1259
Atomi Financial Group
New York
$1.31M -$107K -1,838 -8%
PFG
1260
Pinnacle Financial Group
Illinois
$1.31M +$584 +10 +0%
CP
1261
Clarendon Private
Massachusetts
$1.29M +$174K +2,989 +16%
CFS
1262
Coordinated Financial Services
Colorado
$1.29M -$115K -1,975 -8%
TCB
1263
Texas Capital Bancshares
Texas
$1.29M +$27.1K +465 +2%
KFGK
1264
Keystone Financial Group (Kentucky)
Kentucky
$1.29M -$15.1K -259 -1%
MAM
1265
MWA Asset Management
Massachusetts
$1.29M -$5.89K -101 -0.5%
GI
1266
Gradient Investments
Minnesota
$1.28M +$1.28M +22,006 New
CFA
1267
CWS Financial Advisors
Michigan
$1.28M -$2.1K -36 -0.2%
CAM
1268
Costello Asset Management
Pennsylvania
$1.28M -$119K -2,034 -8%
PWM
1269
PBMares Wealth Management
Virginia
$1.28M +$99.6K +1,707 +8%
CANC
1270
Culbertson A N & Co
Virginia
$1.28M +$15.4K +264 +1%
SPC
1271
Spirepoint Private Client
Florida
$1.28M -$30.4K -521 -2%
DIA
1272
Dana Investment Advisors
Wisconsin
$1.27M -$11.7K -200 -0.9%
STA
1273
Smith Thornton Advisors
Alabama
$1.27M -$3.5K -60 -0.3%
BPC
1274
Bearing Point Capital
Minnesota
$1.27M
WA
1275
Wealthstream Advisors
New York
$1.27M -$41.7K -715 -3%