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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 %
Principal Financial Group
326
Principal Financial Group
Iowa
$18.5M +$1.9M +32,523 +11%
AGA
327
Arkos Global Advisors
Texas
$18.2M -$333K -5,704 -2%
Allspring Global Investments
328
Allspring Global Investments
North Carolina
$18.2M +$58.4K +995 +0.3%
VFIC
329
Valley Forge Investment Consultants
Pennsylvania
$18.2M +$119K +2,031 +0.7%
EWA
330
EP Wealth Advisors
California
$18.1M -$197K -3,375 -1%
DAS
331
Dynamic Advisor Solutions
Arizona
$18M +$778K +13,326 +5%
DFA
332
DHJJ Financial Advisors
Illinois
$17.8M -$202K -3,455 -1%
GSWM
333
Greenup Street Wealth Management
Michigan
$17.8M +$1.36M +23,297 +8%
PAS
334
PKS Advisory Services
New York
$17.7M +$559K +9,586 +3%
IF
335
Ironwood Financial
Arizona
$17.7M +$390K +6,690 +2%
ST
336
Smithfield Trust
Pennsylvania
$17.6M +$650K +11,150 +4%
HTIM
337
Harbour Trust & Investment Management
Indiana
$17.6M +$573K +9,818 +3%
MWM
338
Marietta Wealth Management
Georgia
$17.5M +$268K +4,598 +2%
LA
339
Lynch & Associates
Indiana
$17.4M +$204K +3,494 +1%
PWMAG
340
Pinnacle Wealth Management Advisory Group
New Jersey
$17.4M +$1.02M +17,470 +6%
CWMK
341
Caliber Wealth Management (Kansas)
Kansas
$17.3M +$17.3M +296,975 New
SIA
342
Soltis Investment Advisors
Utah
$17.3M -$893K -15,300 -5%
WH
343
Whitcomb & Hess
Ohio
$17.2M +$190K +3,256 +1%
NA
344
Nottingham Advisors
New York
$17.1M -$6.02M -103,240 -26%
OGF
345
Orin Green Financial
California
$17.1M +$17.1M +318,498 New
CA
346
Centerpoint Advisors
Massachusetts
$17M +$1.28M +21,867 +8%
CNC
347
Citizens & Northern Corp
Pennsylvania
$17M +$2.37M +40,669 +16%
CGA
348
Crescent Grove Advisors
Illinois
$16.9M +$61.4K +1,053 +0.4%
TCA
349
Trifecta Capital Advisors
Illinois
$16.9M +$281K +4,816 +2%
SB
350
Simmons Bank
Arkansas
$16.8M -$896K -15,364 -5%
12 13
14
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