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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 %
AFS
676
AFG Fiduciary Services
Massachusetts
$5.96M -$71K -1,270 -1%
BIA
677
Bigelow Investment Advisors
Maine
$5.95M +$113K +1,929 +2%
WI
678
WrapManager Inc
California
$5.93M +$73.7K +1,263 +1%
CHC
679
City Holding Co
West Virginia
$5.92M +$244K +4,184 +4%
BCG
680
BayBridge Capital Group
California
$5.92M +$102K +1,742 +2%
RIA
681
Regal Investment Advisors
Michigan
$5.89M +$28.4K +487 +0.5%
FFWA
682
FRG Family Wealth Advisors
Washington
$5.89M -$56K -960 -0.9%
FA
683
Flagstar Advisors
New York
$5.86M -$548K -9,397 -9%
CAL
684
Capital Analysts LLC
Pennsylvania
$5.86M -$53M -909,073 -90%
FPW
685
Flagship Private Wealth
Massachusetts
$5.85M -$82.9K -1,421 -1%
GA
686
Goldstein Advisors
Wisconsin
$5.83M +$948K +16,239 +19%
FTS
687
Fifth Third Securities
Ohio
$5.79M +$17.4K +299 +0.3%
CFD
688
Creative Financial Designs
Indiana
$5.76M -$26.3K -450 -0.5%
American Century Companies
689
American Century Companies
Missouri
$5.74M +$333K +5,700 +6%
BTWM
690
Brass Tax Wealth Management
Ohio
$5.73M +$328K +5,627 +6%
TFCP
691
Twin Focus Capital Partners
Massachusetts
$5.67M +$188K +3,221 +3%
CB
692
Centennial Bank
Arkansas
$5.63M +$172K +2,954 +3%
HCM
693
Hengehold Capital Management
Ohio
$5.59M +$156K +2,673 +3%
AWC
694
Abundance Wealth Counselors
Pennsylvania
$5.58M -$644K -11,023 -10%
DCM
695
Donaldson Capital Management
Indiana
$5.57M +$3.55M +60,825 +176%
SC
696
Stephenson & Company
California
$5.56M +$94.9K +1,627 +2%
B
697
Birchbrook
Maine
$5.56M +$996K +17,064 +22%
BA
698
Bellwether Advisors
Nebraska
$5.53M +$18.3K +314 +0.3%
ECM
699
Exchange Capital Management
Michigan
$5.51M -$250K -4,286 -4%
CSP
700
Cary Street Partners
Virginia
$5.5M -$48.7K -834 -0.9%
26 27
28
29 30