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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 %
FFA
1301
First Foundation Advisors
California
$1.2M +$58 +1 +0%
SIC
1302
Salem Investment Counselors
North Carolina
$1.2M -$622K -10,652 -34%
CCWM
1303
Correct Capital Wealth Management
Missouri
$1.2M
TWP
1304
Triad Wealth Partners
Kansas
$1.2M -$884K -15,157 -42%
SC
1305
Sapient Capital
Indiana
$1.2M +$6.24K +107 +0.5%
CP
1306
Creekside Partners
California
$1.19M +$1.87K +32 +0.2%
NBWM
1307
North Berkeley Wealth Management
California
$1.19M +$87.5K +1,499 +8%
APP
1308
Avantax Planning Partners
Iowa
$1.18M -$19.4K -332 -2%
WP
1309
WealthShield Partners
North Carolina
$1.18M +$371K +6,359 +46%
LSA
1310
Lansing Street Advisors
Pennsylvania
$1.18M +$875 +15 +0.1%
CWS
1311
Confluence Wealth Services
Pennsylvania
$1.18M -$95.6K -1,717 -8%
ESB
1312
Essex Savings Bank
Connecticut
$1.18M
PFG
1313
PAX Financial Group
Texas
$1.18M +$8.17K +140 +0.7%
CWA
1314
Continuum Wealth Advisors
New York
$1.18M
LA
1315
Legacy Advisors
Pennsylvania
$1.17M -$21.9K -375 -2%
CIS
1316
Continental Investors Services
Washington
$1.16M +$43.5K +743 +4%
A
1317
Argentarii
Ohio
$1.16M +$110K +1,877 +10%
ACG
1318
Allen Capital Group
Nebraska
$1.15M +$17K +292 +1%
RA
1319
Ruggaard & Associates
Ohio
$1.15M -$992 -17 -0.1%
TWM
1320
Thrive Wealth Management
Pennsylvania
$1.15M -$44.9K -769 -4%
FNA
1321
First National Advisers
Nebraska
$1.15M -$67.6K -1,159 -6%
KHC
1322
Koesten Hirschmann & Crabtree
Kansas
$1.14M
ST
1323
Spinnaker Trust
Maine
$1.14M +$27.1K +464 +2%
PFA
1324
Pinnacle Family Advisors
Missouri
$1.14M +$6.71K +115 +0.6%
SL
1325
SFM LLC
New Hampshire
$1.14M -$106K -1,821 -9%