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iShares Core S&P Mid-Cap ETF
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Overview Fund Activity

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

Top Buyers

1
WANY
Wealthspire Advisors (New York)
New York
+$459M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$433M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$329M
4
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$305M
5
FCAS
First Command Advisory Services
Texas
+$265M

Top Sellers

1
LPL Financial
LPL Financial
California
-$1.02B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$512M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$283M
4
HNB
Huntington National Bank
Ohio
-$267M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$227M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCOV
301
London Company of Virginia
Virginia
$20.4M -$3.72M -63,791 -15%
CT
302
Coastline Trust
Rhode Island
$20.3M +$232K +3,968 +1%
SWM
303
Stockman Wealth Management
Montana
$20.3M +$19.3M +330,130 +1,897%
AEPWM
304
Atlantic Edge Private Wealth Management
Florida
$20.3M +$1.59M +27,178 +8%
NFT
305
Nan Fung Trinity
Hong Kong
$20.2M +$20.2M +346,300 New
TCBWMS
306
Texas Capital Bank Wealth Management Services
Texas
$20.1M +$5.55M +95,039 +38%
JA
307
JVL Associates
Michigan
$20M -$211K -3,608 -1%
TF
308
Tompkins Financial
New York
$19.9M +$56.2K +964 +0.3%
EBT
309
Enterprise Bank & Trust
Massachusetts
$19.9M -$1.67M -28,655 -8%
PWM
310
Proathlete Wealth Management
Florida
$19.9M +$1.18M +20,136 +6%
TCOV
311
Trust Company of Vermont
Vermont
$19.8M +$1.5M +25,732 +8%
ABWM
312
Alpine Bank Wealth Management
Colorado
$19.7M +$19.7M +338,182 New
PA
313
Pinnacle Associates
New York
$19.6M +$1.06M +18,205 +6%
FMN
314
Financial Management Network
California
$19.4M +$2.28M +43,625 +13%
CI
315
Conning Inc
Connecticut
$19.3M – – –
MA
316
Montag & Associates
Georgia
$19.3M -$477K -8,168 -2%
PWM
317
Perigon Wealth Management
California
$19.2M -$6.95M -119,064 -27%
PFP
318
Pinnacle Financial Partners
Tennessee
$19M +$1.13M +19,243 +6%
PAS
319
Professional Advisory Services
Florida
$18.9M +$509K +8,724 +3%
PSCM
320
Per Stirling Capital Management
Texas
$18.9M -$389K -6,674 -2%
LMIM
321
Lockheed Martin Investment Management
Maryland
$18.7M – – –
CIAS
322
CFS Investment Advisory Services
New Jersey
$18.7M +$85.8K +1,470 +0.5%
PAM
323
Peninsula Asset Management
Florida
$18.7M -$424K -7,275 -2%
MAM
324
Madison Asset Management
Wisconsin
$18.6M -$1.43M -24,545 -7%
GT
325
Glenmede Trust
Pennsylvania
$18.6M -$1.39M -23,742 -7%
11 12
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