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iShares Core S&P Mid-Cap ETF
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Overview Fund Activity

2,392 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, 1,105 increasing their positions, 851 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,392
Holders Change
-44
Holders Change %
-1.81%
% of All Funds
32.48%
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
1,105
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 %
QCIG
651
Quad-Cities Investment Group
Iowa
$6.5M +$170K +2,909 +3%
AWMG
652
ADG Wealth Management Group
Louisiana
$6.5M -$233K -3,987 -3%
IA
653
IFS Advisors
Kansas
$6.49M +$6.54K +112 +0.1%
ANBT
654
American National Bank & Trust
Texas
$6.4M +$174K +2,983 +3%
PFA
655
Pettinga Financial Advisors
Indiana
$6.38M +$101K +1,731 +2%
WIA
656
World Investment Advisors
California
$6.37M -$1.11M -19,085 -15%
BWM
657
Boyd Wealth Management
California
$6.35M +$26.2K +449 +0.4%
LT
658
Legacy Trust
Michigan
$6.35M -$14.9K -256 -0.2%
P
659
Pitcairn
Pennsylvania
$6.35M +$729K +12,500 +13%
CI
660
Cambiar Investors
Colorado
$6.27M -$3.13M -53,709 -33%
AFP
661
Alpha Financial Partners
Kentucky
$6.26M +$305K +5,232 +5%
SSWM
662
Sheets Smith Wealth Management
North Carolina
$6.26M – – –
SSW
663
Smith Shellnut Wilson
Mississippi
$6.25M +$35K +600 +0.6%
EWM
664
EPG Wealth Management
Georgia
$6.24M +$123K +2,108 +2%
FC
665
Financial Council
Maryland
$6.24M +$8.4K +144 +0.1%
CWA
666
Cascade Wealth Advisors
Washington
$6.23M +$1.27M +23,015 +26%
BB
667
Busey Bank
Illinois
$6.2M +$2.04M +34,916 +49%
RCM
668
Richardson Capital Management
Wisconsin
$6.2M +$4.49K +77 +0.1%
CSA
669
Cottage Street Advisors
Massachusetts
$6.15M +$82K +1,405 +1%
EFS
670
Essex Financial Services
Connecticut
$6.13M -$82.9K -1,420 -1%
TCG
671
Transcendent Capital Group
Oklahoma
$6.1M +$55.2K +946 +0.9%
RCAG
672
Rehmann Capital Advisory Group
Michigan
$6.03M -$370K -6,336 -6%
BOJHT
673
Bank of Jackson Hole Trust
Wyoming
$6M +$130K +2,104 +2%
CFS
674
CGC Financial Services
Oregon
$5.99M +$523K +8,966 +10%
QFA
675
Quattro Financial Advisors
Texas
$5.98M +$5.98M +102,542 New
25 26
27
28 29