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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 %
BWP
1776
Burling Wealth Partners
Illinois
$465K +$130K +2,224 +39%
EHC
1777
Everett Harris & Co
California
$464K -$47.9K -821 -9%
LA
1778
LVW Advisors
New York
$464K -$3.56K -61 -0.8%
SEP
1779
Southland Equity Partners
Missouri
$463K -$1.69K -29 -0.4%
AW
1780
Avion Wealth
Texas
$463K
LSA
1781
Lion Street Advisors
Texas
$462K +$29.3K +502 +7%
MSCM
1782
McElhenny Sheffield Capital Management
Texas
$462K +$53.7K +920 +13%
FH
1783
FWG Holdings
Florida
$461K -$39.7K -695 -8%
HBW
1784
Hazlett, Burt & Watson
West Virginia
$459K +$9.06K +154 +2%
SPWG
1785
Syntegra Private Wealth Group
Missouri
$457K -$66.1K -1,133 -13%
ME
1786
McIlrath & Eck
Washington
$456K -$33.6K -576 -7%
LAM
1787
Lewis Asset Management
California
$454K -$5.37K -92 -1%
DMC
1788
Drexel Morgan & Co
Pennsylvania
$453K
LFA
1789
Legacy Financial Advisors
Kentucky
$452K -$98.8K -1,694 -18%
SAM
1790
SP Asset Management
California
$450K +$467 +8 +0.1%
SCP
1791
Stevens Capital Partners
Nebraska
$449K -$84.7K -1,452 -16%
LWCFA
1792
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$449K -$2.23K -40 -0.5%
WMA
1793
Wealth Management Associates
New Jersey
$447K -$2.92K -50 -0.6%
PWM
1794
Paulson Wealth Management
Illinois
$444K +$5.08K +87 +1%
CC
1795
Chicago Capital
Illinois
$444K +$444K +7,614 New
BFA
1796
Bill Few Associates
Pennsylvania
$444K -$37.9K -650 -8%
LJAC
1797
L.J. Altfest & Co
New York
$443K -$2.74M -47,019 -86%
AG
1798
AmeriFlex Group
Nevada
$441K -$40.2K -689 -8%
WCP
1799
Wealthcare Capital Partners
Pennsylvania
$440K
LA
1800
Lifeworks Advisors
Michigan
$439K +$54.7K +938 +14%