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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 %
TPWA
1751
Twin Peaks Wealth Advisors
California
$485K -$822K -14,956 -63%
RWA
1752
Redhawk Wealth Advisors
Minnesota
$484K -$35.3K -605 -7%
ISFAN
1753
Investor's Fiduciary Advisor Network
Washington
$482K -$31.5K -541 -6%
IDA
1754
Intelligence Driven Advisers
California
$481K
WEG
1755
World Equity Group
Illinois
$481K -$303K -5,088 -39%
HFA
1756
High Falls Advisors
New York
$481K -$96.6K -1,655 -17%
MWM
1757
Melfa Wealth Management
Massachusetts
$480K +$4.73K +81 +1%
KFA
1758
Kelleher Financial Advisors
New York
$480K
BWMG
1759
Barnes Wealth Management Group
California
$475K +$53.5K +917 +13%
CCM
1760
Collar Capital Management
Wisconsin
$474K
SFP
1761
Strategic Financial Partners
Oregon
$474K
TLFA
1762
True Link Financial Advisors
California
$474K +$474K +8,115 New
APW
1763
Aurora Private Wealth
New Jersey
$473K -$3.21K -55 -0.7%
CWP
1764
CFM Wealth Partners
Texas
$472K +$1.17K +20 +0.2%
CIC
1765
Cutler Investment Counsel
Oregon
$472K -$19.5K -335 -4%
ES
1766
Eagle Strategies
New York
$472K +$136K +2,339 +41%
FLP
1767
Financial Life Planners
Arizona
$471K -$9.86K -169 -2%
GSIS
1768
Global Strategic Investment Solutions
Arizona
$468K -$58 -1 -0%
RFA
1769
Rollins Financial Advisors
New York
$468K -$44.1K -756 -9%
HWM
1770
Hohimer Wealth Management
Washington
$468K +$38.7K +663 +9%
AAM
1771
Augustine Asset Management
Florida
$467K
HFS
1772
Haverford Financial Services
Pennsylvania
$467K
SFO
1773
Stokes Family Office
Louisiana
$466K +$1.69K +29 +0.4%
IWP
1774
IAG Wealth Partners
Wisconsin
$466K
MCA
1775
Martin Capital Advisors
Texas
$465K