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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 %
GAA
701
Guardian Asset Advisors
Pennsylvania
$5.49M +$236K +4,048 +4%
MMA
702
Miracle Mile Advisors
California
$5.47M -$219K -3,745 -4%
AWM
703
Avior Wealth Management
Nebraska
$5.46M -$366K -6,273 -6%
WPC
704
Wedmont Private Capital
Pennsylvania
$5.44M +$1.37M +25,256 +34%
National Bank of Canada
705
National Bank of Canada
Quebec, Canada
$5.43M -$867K -14,849 -14%
MWM
706
Mission Wealth Management
California
$5.42M +$2.48M +42,536 +84%
HLCM
707
Hi-Line Capital Management
South Dakota
$5.42M +$401K +6,879 +8%
GWM
708
Geneos Wealth Management
Colorado
$5.42M +$1.75M +27,915 +48%
TH
709
TCTC Holdings
Texas
$5.4M +$325K +5,575 +6%
MCCP
710
Mission Creek Capital Partners
California
$5.4M -$3.29M -56,443 -38%
CAG
711
Crestwood Advisors Group
Massachusetts
$5.36M +$248K +4,245 +5%
QCM
712
Quantinno Capital Management
New York
$5.36M +$1.63M +27,946 +44%
LWMNY
713
Landmark Wealth Management (New York)
New York
$5.33M +$1.5M +25,646 +39%
I
714
InvesTrust
Oklahoma
$5.33M -$42.5K -728 -0.8%
MBI
715
May Barnhard Investments
Maryland
$5.32M -$453K -7,764 -8%
SFMG
716
Sage Financial Management Group
Virginia
$5.31M +$145K +2,492 +3%
FC
717
FCA Corp
Texas
$5.3M -$86.6K -1,484 -2%
PWA
718
Provenance Wealth Advisors
Florida
$5.27M -$644K -11,034 -11%
DWM
719
Dakota Wealth Management
Florida
$5.26M -$12.4K -213 -0.2%
JE
720
JMAC Enterprises
Pennsylvania
$5.23M +$451K +7,737 +9%
SCA
721
Sandy Cove Advisors
Massachusetts
$5.21M -$28.2K -484 -0.5%
SBH
722
Segall Bryant & Hamill
Illinois
$5.2M +$5.2M +89,090 New
SG
723
StoneX Group
New York
$5.17M -$1.03M -17,729 -17%
PFA
724
Pure Financial Advisors
California
$5.16M -$305K -5,231 -6%
ECM
725
Evergreen Capital Management
Washington
$5.16M -$130K -2,230 -2%
27 28
29
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