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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 %
MEAC
1576
M.E. Allison & Co
Texas
$681K +$1.93K +33 +0.3%
GM
1577
GeoWealth Management
Illinois
$680K -$3.38K -58 -0.5%
FFW
1578
Fusion Family Wealth
New York
$680K +$13.1K +225 +2%
WC
1579
Waterloo Capital
Texas
$680K +$23K +395 +4%
BOPW
1580
Brandywine Oak Private Wealth
Pennsylvania
$680K -$1.23K -21 -0.2%
EB
1581
Emprise Bank
Kansas
$679K -$5.49K -94 -0.8%
ClearBridge Investments
1582
ClearBridge Investments
New York
$677K +$7.53K +129 +1%
MFC
1583
Morris Financial Concepts
South Carolina
$676K -$17.9K -307 -3%
FNBSF
1584
First National Bank Sioux Falls
South Dakota
$675K
CPBTD
1585
Central Pacific Bank - Trust Division
Hawaii
$672K
GWSA
1586
Global Wealth Strategies & Associates
Colorado
$671K -$33.5K -574 -5%
FYW
1587
Future You Wealth
New York
$669K +$669K +11,471 New
GKWIM
1588
Gerber Kawasaki Wealth & Investment Management
California
$669K +$39.7K +681 +6%
SC
1589
Slow Capital
California
$665K
TFP
1590
Tilia Fiduciary Partners
North Carolina
$665K +$3.85K +66 +0.6%
SRC
1591
Shufro Rose & Co
New York
$663K +$4.03K +69 +0.6%
KL
1592
KWMG LLC
Kansas
$662K +$1.63K +28 +0.2%
AWA
1593
Archvest Wealth Advisors
California
$661K -$39.9K -683 -6%
KWM
1594
KFG Wealth Management
Indiana
$660K -$3.62K -62 -0.5%
FWP
1595
Falcon Wealth Planning
California
$657K -$31K -531 -5%
SHJ
1596
Sharkey, Howes & Javer
Colorado
$656K -$70.4K -1,206 -10%
GWM
1597
Graybill Wealth Management
Illinois
$656K +$656K +11,235 New
TVAMP
1598
Tennessee Valley Asset Management Partners
Tennessee
$653K +$15.4K +264 +2%
ATC
1599
Adirondack Trust Company
New York
$653K -$758 -13 -0.1%
CCP
1600
Clarkston Capital Partners
Michigan
$649K