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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 %
WWM
2201
Wagner Wealth Management
South Carolina
$161K +$58 +1 +0%
SIC
2202
SJS Investment Consulting
Ohio
$158K +$36.8K +630 +30%
VCM
2203
Versant Capital Management
Arizona
$158K
PWM
2204
Provident Wealth Management
Tennessee
$156K +$84.6K +1,450 +119%
FFC
2205
First Financial Corp
Indiana
$156K
EAM
2206
Eukles Asset Management
Ohio
$155K
TLA
2207
Tanglewood Legacy Advisors
Texas
$154K
FGAM
2208
Financial Gravity Asset Management
Texas
$153K +$153K +2,623 New
ECM
2209
Elgethun Capital Management
South Dakota
$153K +$233 +4 +0.2%
Bank Julius Baer & Co
2210
Bank Julius Baer & Co
Switzerland
$150K -$11.1K -190 -7%
ACB
2211
Aristotle Capital Boston
Massachusetts
$146K -$63.6K -1,090 -30%
DCM
2212
Disciplina Capital Management
Tennessee
$146K
SC
2213
Steph & Co
Wisconsin
$144K +$13.8K +236 +11%
PCTC
2214
Perkins Coie Trust Company
Washington
$143K -$28.9K -495 -17%
W
2215
WealthCollab
Washington
$141K
SA
2216
SRH Advisors
Kansas
$141K
AWM
2217
Angeles Wealth Management
California
$140K
BC
2218
Barrett & Company
Rhode Island
$139K
RAM
2219
Ramirez Asset Management
New York
$139K
CTWM
2220
Cherry Tree Wealth Management
Minnesota
$138K
SS
2221
SBI Securities
Japan
$137K -$4.67K -80 -3%
HFS
2222
Hantz Financial Services
Michigan
$137K +$137K +2,342 New
CWM
2223
Copia Wealth Management
Oregon
$136K
RFA
2224
Register Financial Advisors
Georgia
$135K -$85K -1,457 -39%
FUBT
2225
First United Bank & Trust
Maryland
$134K -$16K -275 -11%