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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 %
AC
2051
ASB Consultores
Florida
$258K
CWP
2052
Concord Wealth Partners
Virginia
$258K -$6.89K -118 -3%
MSS
2053
Mitchell Sinkler & Starr
Pennsylvania
$256K
MS
2054
Madden Securities
Texas
$255K
HDIM
2055
Hanson & Doremus Investment Management
Vermont
$255K
RLIM
2056
Red Lighthouse Investment Management
New York
$255K
DWM
2057
DecisionMap Wealth Management
Virginia
$254K -$4.96K -85 -2%
IHWM
2058
Iron Horse Wealth Management
Iowa
$253K -$7.18K -123 -3%
CLP
2059
Charis Legacy Partners
Texas
$251K
LWM
2060
LJI Wealth Management
Indiana
$251K -$44.5K -762 -15%
FRA
2061
Frank Rimerman Advisors
California
$251K
APW
2062
Axim Planning & Wealth
Ohio
$250K +$250K +4,288 New
PPW
2063
Presilium Private Wealth
Pennsylvania
$249K +$24.4K +418 +11%
ARA
2064
Alexander Randolph Advisory
Virginia
$248K -$36.7K -629 -13%
FAM
2065
Flaharty Asset Management
Florida
$248K +$16.6K +285 +7%
HWP
2066
Heritage Wealth Partners
Ohio
$248K -$5.08K -87 -2%
CCG
2067
Coastwise Capital Group
California
$247K +$247K +4,235 New
AFA
2068
Alpha Financial Advisors
North Carolina
$246K -$2.98K -51 -1%
CB
2069
Chris Bulman
California
$246K
WFA
2070
WestHill Financial Advisors
California
$245K +$175 +3 +0.1%
SAM
2071
Strategy Asset Managers
California
$245K -$60.3K -1,033 -20%
FFO
2072
Fiduciary Family Office
Florida
$244K -$20.9M -358,086 -99%
PMSA
2073
Patrick M. Sweeney & Associates
Illinois
$244K
NCFG
2074
New Century Financial Group
New Jersey
$244K -$644K -11,042 -73%
AOWM
2075
Alpha Omega Wealth Management
Virginia
$244K +$20.7K +354 +9%