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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 %
FS
2026
Financial Symmetry
North Carolina
$268K +$78K +1,336 +41%
HFS
2027
Heritage Financial Services
Massachusetts
$268K -$80.5K -1,379 -23%
WFMPM
2028
Woodley Farra Manion Portfolio Management
Indiana
$267K +$56.9K +976 +27%
TCWM
2029
Total Clarity Wealth Management
Illinois
$267K
SL
2030
Sentry LLC
Tennessee
$267K +$70.9K +1,215 +36%
VWA
2031
Visionary Wealth Advisors
Illinois
$267K +$11K +188 +4%
WMA
2032
West Michigan Advisors
Michigan
$266K +$3.74K +64 +1%
AWA
2033
Acorn Wealth Advisors
Michigan
$266K +$233 +4 +0.1%
GIP
2034
Granite Investment Partners
California
$266K
IAP
2035
Indie Asset Partners
Indiana
$266K
SWM
2036
Seed Wealth Management
Illinois
$265K
IBOK
2037
Independence Bank of Kentucky
Kentucky
$265K
TW
2038
Transform Wealth
Colorado
$265K -$46.1K -790 -15%
DJSG
2039
D.J. St. Germain
Massachusetts
$265K -$38.9K -666 -13%
AP
2040
Atwood & Palmer
Missouri
$264K
GLA
2041
Great Lakes Advisors
Illinois
$264K -$2.98K -51 -1%
NJIM
2042
Nabity-Jensen Investment Management
Nebraska
$264K
BMC
2043
Beaton Management Company
Massachusetts
$264K
OWP
2044
Obermeyer Wealth Partners
Colorado
$264K +$264K +4,519 New
OWM
2045
OneAscent Wealth Management
Alabama
$261K -$14K -240 -5%
SVCP
2046
Silicon Valley Capital Partners
California
$261K -$33.9K -582 -12%
QP
2047
Quartz Partners
New York
$260K
AWM
2048
Affinity Wealth Management
Delaware
$260K
CFO
2049
Custos Family Office
Texas
$258K -$27.1K -464 -9%
PA
2050
Paragon Advisors
Texas
$258K +$258K +4,425 New