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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 %
EWA
2326
Elevate Wealth Advisory
Georgia
$31.5K
BAM
2327
Bellevue Asset Management
Washington
$29.2K
DWA
2328
Dougherty Wealth Advisers
Minnesota
$29.2K
MWM
2329
MorganRosel Wealth Management
Colorado
$29.2K +$29.2K +500 New
PA
2330
Pineridge Advisors
Missouri
$28.7K +$4.08K +70 +17%
WAG
2331
Wiser Advisor Group
Arizona
$28.4K +$583 +10 +2%
CSPIA
2332
Cary Street Partners Investment Advisory
Virginia
$28K -$3.5K -60 -11%
PK
2333
Pflug Koory
Nebraska
$27.7K
DCM
2334
Davis Capital Management
Florida
$27.1K
MFS
2335
Mattson Financial Services
Michigan
$25.5K -$2.28K -39 -8%
MDA
2336
Minot DeBlois Advisors
Massachusetts
$25.4K
DF
2337
DecisionPoint Financial
Arizona
$24.5K
VWWMG
2338
Vermillion & White Wealth Management Group
Pennsylvania
$23.7K
IRC
2339
Investors Research Corp
Georgia
$23.6K
NMG
2340
New Millennium Group
Utah
$23.5K -$2.92K -50 -11%
EPW
2341
Evergreen Private Wealth
Colorado
$22.1K
MIA
2342
MeadowBrook Investment Advisors
Michigan
$21K
SAS
2343
Spurstone Advisory Services
Connecticut
$20.1K +$20.1K +345 New
HIW
2344
Holos Integrated Wealth
Pennsylvania
$19.8K
FNWA
2345
Financial Network Wealth Advisors
Utah
$18.7K +$3.21K +55 +21%
KSB
2346
Kennebec Savings Bank
Maine
$18.6K +$8.69K +149 +88%
FRA
2347
Front Row Advisors
California
$18.5K +$5.08K +87 +38%
CAM
2348
Clarity Asset Management
Iowa
$18.5K
VWA
2349
VSM Wealth Advisory
Maryland
$16.9K
KIM
2350
Kestra Investment Management
Texas
$16.8K -$68.6K -1,175 -80%