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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 %
GWM
1826
Greenhouse Wealth Management
Connecticut
$409K +$1.11K +19 +0.3%
SAM
1827
Selway Asset Management
$408K
MAC
1828
Mason & Associates (California)
California
$408K -$10.2K -175 -2%
BL
1829
Balentine LLC
Georgia
$407K
OBWG
1830
Onyx Bridge Wealth Group
New York
$407K +$5.43K +93 +1%
BW
1831
BIP Wealth
Georgia
$407K -$48.4K -829 -11%
WP
1832
WealthPLAN Partners
Nebraska
$407K +$103K +1,760 +34%
PP
1833
Patten & Patten
Tennessee
$406K -$19.3K -330 -5%
HIP
1834
HUB Investment Partners
Texas
$404K +$69.9K +1,198 +21%
DFG
1835
Dynamic Financial Group
Iowa
$404K +$19.1K +327 +5%
PWP
1836
Perfromance Wealth Partners
Illinois
$401K -$27.2K -466 -6%
EDRH
1837
Edmond de Rothschild Holding
Switzerland
$400K -$216K -3,695 -35%
TT
1838
TI-Trust
Illinois
$400K -$3.97K -68 -1%
CPA
1839
Clear Point Advisors
New York
$399K -$48.8K -837 -11%
JSL
1840
JT Stratford LLC
Georgia
$398K -$5.43K -93 -1%
KWM
1841
Keebeck Wealth Management
Illinois
$398K
DWM
1842
Defined Wealth Management
Oregon
$398K -$1.75K -30 -0.4%
RA
1843
Rise Advisors
New York
$398K -$131K -2,241 -25%
PIM
1844
Penobscot Investment Management
Massachusetts
$398K +$82.6K +1,415 +26%
MPW
1845
MGO Private Wealth
California
$396K
VCM
1846
Vivaldi Capital Management
Illinois
$396K +$31.2K +534 +9%
MCM
1847
Mainstream Capital Management
California
$394K -$16.9K -290 -4%
OIS
1848
Okabena Investment Services
Minnesota
$394K
VAF
1849
Values Added Financial
District of Columbia
$393K -$38.8K -665 -9%
CFAM
1850
Center For Asset Management
Florida
$393K