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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 %
AA
1651
Apriem Advisors
California
$592K -$127K -2,175 -18%
CWM
1652
Crowley Wealth Management
Delaware
$591K -$43.8K -751 -7%
BI
1653
Ballast Inc
Kentucky
$591K
IIC
1654
Integrated Investment Consultants
Michigan
$588K +$588K +10,081 New
CW
1655
Code Waechter
Florida
$588K +$103K +1,760 +21%
ITIM
1656
Indiana Trust & Investment Management
Indiana
$587K -$6.42K -110 -1%
FWM
1657
FSA Wealth Management
Massachusetts
$586K +$20.8K +37 +4%
E3F
1658
Eight 31 Financial
Texas
$586K +$86K +1,473 +17%
IWM
1659
Inlight Wealth Management
Georgia
$585K +$585K +10,027 New
SAM
1660
Sawgrass Asset Management
Florida
$582K -$165K -2,825 -22%
PIA
1661
Powell Investment Advisors
Florida
$582K +$114K +1,953 +24%
PAG
1662
Paladin Advisory Group
Iowa
$581K -$30.8K -527 -5%
BTI
1663
Blue Trust Inc
Georgia
$578K +$39K +668 +7%
ACP
1664
Aviance Capital Partners
Florida
$577K -$11.7K -200 -2%
CCMG
1665
Clark Capital Management Group
Pennsylvania
$576K -$56.9K -975 -9%
GIA
1666
Guyasuta Investment Advisors
Pennsylvania
$576K +$2.63K +45 +0.5%
EL
1667
EQ LLC
Washington
$575K -$4.38K -75 -0.8%
AWA
1668
Alta Wealth Advisors
Massachusetts
$574K -$817 -14 -0.1%
GWP
1669
Gen-Wealth Partners
Michigan
$574K
SIA
1670
SGL Investment Advisors
Montana
$572K +$110K +1,866 +24%
UAG
1671
United Advisor Group
Ohio
$570K -$7.99K -137 -1%
DDC
1672
DF Dent & Co
Maryland
$569K +$569K +9,750 New
FNB
1673
Farmers National Bank
Kentucky
$569K +$31.5K +539 +6%
MCM
1674
Mitchell Capital Management
Kansas
$567K -$38.6K -661 -6%
PWMG
1675
Pinnacle Wealth Management Group
Michigan
$564K +$181K +3,102 +47%