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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 %
SWM
451
Spire Wealth Management
Virginia
$11.6M -$2.31M -39,563 -17%
SAG
452
SageView Advisory Group
California
$11.6M +$3.27M +56,031 +39%
CFC
453
Coyle Financial Counsel
Illinois
$11.6M +$1.45M +24,859 +14%
RWMH
454
Riverpoint Wealth Management Holdings
Illinois
$11.6M +$249K +4,269 +2%
CICC
455
Capital Investment Counsel (Colorado)
Colorado
$11.5M -$191K -3,275 -2%
WPW
456
Waldron Private Wealth
Pennsylvania
$11.5M -$106K -1,809 -0.9%
WAP
457
Wealthcare Advisory Partners
Pennsylvania
$11.5M +$189K +3,247 +2%
SQA
458
Simon Quick Advisors
New Jersey
$11.5M -$188K -3,215 -2%
Kayne Anderson Rudnick Investment Management
459
Kayne Anderson Rudnick Investment Management
California
$11.5M -$6.1M -104,667 -35%
FFA
460
Farther Finance Advisors
California
$11.5M +$3.82M +65,127 +50%
LHC
461
Little House Capital
Massachusetts
$11.4M +$2.66M +45,632 +30%
IA
462
IFG Advisors
Missouri
$11.4M +$1.58M +27,163 +16%
FHB
463
First Hawaiian Bank
Hawaii
$11.4M -$30.6M -524,785 -73%
GA
464
GFS Advisors
Texas
$11.2M +$322K +5,521 +3%
MBT
465
Montecito Bank & Trust
California
$11.2M +$22.5K +386 +0.2%
MHC
466
May Hill Capital
Massachusetts
$11.1M +$38.5K +660 +0.3%
PS
467
Principal Securities
Iowa
$11.1M – – –
KPWG
468
KFA Private Wealth Group
Virginia
$11.1M +$4.01M +68,648 +57%
HR
469
Hardy Reed
Mississippi
$11.1M +$7.59K +130 +0.1%
MWP
470
Madison Wealth Partners
Wisconsin
$11.1M +$161K +2,760 +1%
KFP
471
KMG Fiduciary Partners
Ohio
$11.1M -$1.53M -26,298 -12%
HFS
472
Hopwood Financial Services
Virginia
$11M +$200K +3,420 +2%
FW
473
Fairway Wealth
Ohio
$11M +$1.37M +23,510 +14%
SF
474
Synovus Financial
Georgia
$10.9M +$786K +13,474 +8%
ANTB
475
AMG National Trust Bank
Colorado
$10.9M -$321K -5,497 -3%
17 18
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