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iShares Core S&P Mid-Cap ETF

2,395 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, 1,108 increasing their positions, 851 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

2% less funds holding

Funds holding: 2,4402,395 (-45)

6% less funds holding in top 10

Funds holding in top 10: 388365 (-23)

8% less capital invested

Capital invested by funds: $77.2B → $70.8B (-$6.41B)

Holders
2,395
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
365
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$32.4M
Puts
$8.43M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LCOV
301
London Company of Virginia
Virginia
$20.4M
CT
302
Coastline Trust
Rhode Island
$20.3M
SWM
303
Stockman Wealth Management
Montana
$20.3M
AEPWM
304
Atlantic Edge Private Wealth Management
Florida
$20.3M
NFT
305
Nan Fung Trinity
Hong Kong
$20.2M
TCBWMS
306
Texas Capital Bank Wealth Management Services
Texas
$20.1M
JA
307
JVL Associates
Michigan
$20M
TF
308
Tompkins Financial
New York
$19.9M
EBT
309
Enterprise Bank & Trust
Massachusetts
$19.9M
PWM
310
Proathlete Wealth Management
Florida
$19.9M
TCOV
311
Trust Company of Vermont
Vermont
$19.8M
ABWM
312
Alpine Bank Wealth Management
Colorado
$19.7M
PA
313
Pinnacle Associates
New York
$19.6M
FMN
314
Financial Management Network
California
$19.4M
CI
315
Conning Inc
Connecticut
$19.3M
MA
316
Montag & Associates
Georgia
$19.3M
PWM
317
Perigon Wealth Management
California
$19.2M
PFP
318
Pinnacle Financial Partners
Tennessee
$19M
PAS
319
Professional Advisory Services
Florida
$18.9M
PSCM
320
Per Stirling Capital Management
Texas
$18.9M
LMIM
321
Lockheed Martin Investment Management
Maryland
$18.7M
CIAS
322
CFS Investment Advisory Services
New Jersey
$18.7M
PAM
323
Peninsula Asset Management
Florida
$18.7M
MAM
324
Madison Asset Management
Wisconsin
$18.6M
GT
325
Glenmede Trust
Pennsylvania
$18.6M