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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 %
WS
601
Wela Strategies
Georgia
$7.29M +$7.29M +124,914 New
NL
602
NWAM LLC
Washington
$7.28M -$427K -7,313 -6%
CWM
603
Cahill Wealth Management
Michigan
$7.25M -$51.6K -885 -0.7%
UWPG
604
Ullmann Wealth Partners Group
Florida
$7.21M -$274K -4,693 -4%
FNBOH
605
First National Bank of Hutchinson
Kansas
$7.2M +$49.6K +850 +0.7%
TSWM
606
Triangle Securities Wealth Management
North Carolina
$7.18M +$460K +7,885 +7%
UBS AM
607
UBS AM
Illinois
$7.14M +$7.14M +122,394 New
MOS
608
MGO One Seven
Ohio
$7.1M -$823K -14,099 -10%
TDWM
609
Topel & Distasi Wealth Management
California
$7.08M -$4.32K -74 -0.1%
PB
610
Pinnacle Bancorp
Nebraska
$7.06M -$71.1K -1,219 -1%
MYIA
611
Mount Yale Investment Advisors
Colorado
$7.06M +$2.73M +46,713 +63%
ACA
612
Affinity Capital Advisors
California
$7.04M +$478K +8,793 +7%
AWAP
613
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$7.02M +$89.7K +1,537 +1%
RL
614
Rogco LP
Oklahoma
$7M +$180K +3,079 +3%
SEM
615
Strategic Equity Management
Arizona
$6.98M -$6.47M -110,838 -48%
PCM
616
Pennsylvania Capital Management
Pennsylvania
$6.93M +$102K +1,750 +1%
EL
617
EWA LLC
Pennsylvania
$6.92M +$143K +2,456 +2%
Chevy Chase Trust
618
Chevy Chase Trust
Maryland
$6.92M -$145K -2,489 -2%
CWA
619
Clarus Wealth Advisors
Arizona
$6.91M +$1.08M +19,508 +18%
ONB
620
Old National Bancorp
Indiana
$6.9M +$1.06M +18,188 +18%
ACA
621
Aptus Capital Advisors
Alabama
$6.9M +$662K +11,340 +11%
MF
622
Meridian Financial
Massachusetts
$6.89M +$61K +1,046 +0.9%
HCM
623
Hicks Capital Management
Ohio
$6.88M +$6.88M +117,863 New
BWA
624
Bordeaux Wealth Advisors
California
$6.86M -$1.08M -18,564 -14%
CIAS
625
Capital Investment Advisory Services
North Carolina
$6.86M +$105K +1,795 +2%
23 24
25
26 27