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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 %
FI
1551
Financial Insights
Washington
$700K +$88.7K +1,520 +14%
JAFL
1552
Jay A. Fishman Ltd
Michigan
$700K -$204K -3,500 -23%
ECM
1553
EagleClaw Capital Management
Massachusetts
$700K
SWM
1554
Shelton Wealth Management
Texas
$699K -$20.3K -348 -3%
GWP
1555
Gateway Wealth Partners
Wisconsin
$698K +$129K +2,213 +23%
CPA
1556
Cathy Pareto & Associates
Florida
$697K +$222K +3,808 +47%
FMI
1557
F/M Investments
District of Columbia
$696K -$12.1K -207 -2%
LWM
1558
Luminvest Wealth Management
Arizona
$695K
BFA
1559
Bragg Financial Advisors
North Carolina
$695K +$58.4K +1,000 +9%
VPIM
1560
Vanguard Personalized Indexing Management
California
$695K +$24.5K +420 +4%
PIA
1561
Panoramic Investment Advisors
Colorado
$695K -$11.6K -199 -2%
HWM
1562
Horizons Wealth Management
North Carolina
$692K -$12K -205 -2%
IMC
1563
Investment Management Corporation
Virginia
$692K +$692K +11,854 New
CPA
1564
Cardiff Park Advisors
California
$690K +$759 +13 +0.1%
NB
1565
Nicolet Bankshares
Wisconsin
$689K -$934 -16 -0.1%
TTWM
1566
TCV Trust & Wealth Management
Virginia
$688K -$38.8K -665 -5%
CWM
1567
Centricity Wealth Management
Ohio
$687K +$8.52K +146 +1%
MWM
1568
Maltin Wealth Management
New Jersey
$687K +$36.4K +623 +6%
MCM
1569
McRae Capital Management
New Jersey
$686K +$7.59K +130 +1%
BWM
1570
BKM Wealth Management
Wisconsin
$685K -$12.6K -216 -2%
NCM
1571
Northwest Capital Management
Oregon
$685K +$251K +4,298 +58%
KWS
1572
Keystone Wealth Services
California
$685K -$4.03K -69 -0.6%
SHA
1573
Seneca House Advisors
Virginia
$684K +$350 +6 +0.1%
IPW
1574
Intergy Private Wealth
Colorado
$682K -$2.98K -51 -0.4%
ST
1575
Somerset Trust
Pennsylvania
$682K -$78.8K -1,350 -10%