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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 %
FMWA
226
Forvis Mazars Wealth Advisors
Missouri
$30.3M -$775K -13,286 -2%
CFO
227
Callan Family Office
Pennsylvania
$30M +$2.24M +38,465 +8%
SFA
228
Sequoia Financial Advisors
Ohio
$30M +$18.5M +316,207 +160%
UCFA
229
United Capital Financial Advisors
Texas
$29.9M -$2.16K -37 -0%
OSNBOA
230
Old Second National Bank of Aurora
Illinois
$29.8M -$613K -10,510 -2%
FCI
231
Financial Counselors Inc
Kansas
$29.7M -$307K -5,264 -1%
DADC
232
D.A. Davidson & Co
Montana
$29.4M +$1.2M +20,588 +4%
HI
233
Human Investing
Oregon
$29.2M +$1.2M +20,633 +4%
BA
234
Bristlecone Advisors
Washington
$28.8M +$145K +2,488 +0.5%
SC
235
Scotia Capital
Ontario, Canada
$28.6M +$16.5M +282,520 +136%
GLLW
236
Graves Light Lenhart Wealth
Virginia
$28.6M +$510K +8,733 +2%
WSFS
237
Wilmington Savings Fund Society
Delaware
$28.3M -$293K -5,026 -1%
RDFA
238
Ritter Daniher Financial Advisory
Ohio
$28.3M +$912K +15,628 +3%
BHWM
239
Bar Harbor Wealth Management
New Hampshire
$27.9M +$344K +5,896 +1%
CL
240
Choreo LLC
Illinois
$27.8M -$3.44M -58,979 -11%
SWP
241
Sagespring Wealth Partners
Tennessee
$27.7M -$14.8M -253,326 -35%
CIBC Private Wealth Group
242
CIBC Private Wealth Group
Georgia
$27.5M +$79.5K +1,554 +0.3%
SIC
243
Shoker Investment Counsel
Ohio
$27.5M +$151K +2,591 +0.6%
UFAC
244
Urban Financial Advisory Corp
Illinois
$27.4M -$690K -11,828 -2%
ZBNA
245
Zions Bancorporation, National Association
Utah
$27.4M +$27.4M +469,306 New
YIA
246
YHB Investment Advisors
Connecticut
$27.3M +$157K +2,689 +0.6%
Macquarie Group
247
Macquarie Group
Australia
$27.2M -$13.9M -237,393 -34%
ATPW
248
Ashton Thomas Private Wealth
Arizona
$26.7M +$471K +8,073 +2%
SC
249
Savant Capital
Illinois
$26.6M -$262K -4,493 -1%
CC
250
Courier Capital
New York
$26.4M +$5.42M +92,940 +26%
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