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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 %
LC
426
LTG Capital
Massachusetts
$12.7M +$53.1K +910 +0.4%
AA
427
Ancora Advisors
Ohio
$12.6M -$207K -3,555 -2%
GCA
428
Gallagher Capital Advisors
Texas
$12.6M -$66.3K -1,137 -0.5%
BFP
429
Beacon Financial Planning
Massachusetts
$12.6M -$209K -3,588 -2%
AFA
430
American Financial Advisors
Georgia
$12.6M -$202K -3,469 -2%
AIP
431
Ameritas Investment Partners
Nebraska
$12.5M +$909K +15,582 +8%
RSWM
432
Robertson Stephens Wealth Management
California
$12.5M +$483K +8,277 +4%
RSA
433
River Street Advisors
Illinois
$12.4M +$528K +9,056 +4%
WWM
434
Western Wealth Management
Colorado
$12.4M -$282K -4,837 -2%
BCI
435
Brinker Capital Investments
Pennsylvania
$12.3M -$1.72M -29,427 -12%
OPS
436
Orion Portfolio Solutions
Nebraska
$12.3M -$1.72M -29,427 -12%
JMFC
437
J.M. Forbes & Co
Massachusetts
$12.3M +$588K +10,071 +5%
NCM
438
Neumann Capital Management
California
$12.3M +$127K +2,173 +1%
RWP
439
RWA Wealth Partners
Massachusetts
$12.2M -$2.81M -48,139 -19%
FBT
440
First Bank & Trust
South Dakota
$12.2M +$1.43M +24,504 +13%
PAI
441
Pittenger & Anderson Inc
Nebraska
$12.1M -$584K -10,005 -5%
AWA
442
Arkadios Wealth Advisors
Georgia
$12.1M +$6.93M +118,803 +133%
HCM
443
Highview Capital Management
Illinois
$12.1M +$766K +13,127 +7%
WCFA
444
Walkner Condon Financial Advisors
Wisconsin
$12.1M +$8.17M +140,050 +210%
IA
445
IFG Advisory
Georgia
$12M -$4.7M -80,515 -28%
SP
446
SWS Partners
Ohio
$11.9M -$11.8K -202 -0.1%
PBF
447
Petix & Botte Financial
California
$11.9M -$1.84M -31,534 -13%
MWM
448
Meridian Wealth Management
Kentucky
$11.8M -$127K -2,177 -1%
EWA
449
Encompass Wealth Advisors
Oregon
$11.7M +$375K +6,419 +3%
AWM
450
AAF Wealth Management
Massachusetts
$11.7M -$5.31M -91,023 -31%
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