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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 %
RPA
2276
Redwood Park Advisors
California
$81.7K +$409 +7 +0.5%
LWA
2277
Lowe Wealth Advisors
Maryland
$79.4K
WIM
2278
Westside Investment Management
California
$77.5K -$5.84K -100 -7%
WAOTB
2279
Wealth Advisors of Tampa Bay
Florida
$76.2K +$76.2K +1,306 New
FCMT
2280
Founders Capital Management (Texas)
Texas
$74.6K +$58 +1 +0.1%
OAJ
2281
Ogorek Anthony Joseph
New York
$74K +$985 +17 +1%
ATC
2282
Advantage Trust Company
Kansas
$73.2K -$9.51K -163 -11%
PBK
2283
Peoples Bank (Kansas)
Kansas
$70K +$70K +1,200 New
GCM
2284
Gables Capital Management
Florida
$69.7K
PP
2285
PrairieView Partners
Minnesota
$65K -$15.8K -275 -20%
PSFG
2286
Park Square Financial Group
Georgia
$64.5K -$293K -5,020 -82%
KC
2287
Knuff & Co
California
$63.8K -$875 -15 -1%
BCM
2288
Blume Capital Management
California
$62.1K
CMP
2289
Coston McIsaac & Partners
Maine
$61K
FWA
2290
Flagship Wealth Advisors
Massachusetts
$60.1K
GK
2291
Graney & King
New York
$58.8K +$25.7K +441 +78%
CTC
2292
Cetera Trust Company
Minnesota
$58.4K
CFS
2293
Compass Financial Services
Iowa
$58.1K +$58.1K +996 New
DWS
2294
Dynamic Wealth Strategies
California
$55.4K +$55.4K +950 New
LI
2295
LRI Investments
Florida
$55.1K +$17.5K +299 +46%
BA
2296
Ballast Advisors
Minnesota
$54.8K
ACA
2297
Atlas Capital Advisors
Wyoming
$54.6K
MSWA
2298
Marshall & Sterling Wealth Advisors
New York
$52.4K +$8.81K +151 +20%
BIM
2299
Breakwater Investment Management
Washington
$52.2K +$51.3K +880 +5,867%
TC
2300
Truvestments Capital
Florida
$51.9K +$31.4K +538 +153%