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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 %
RA
726
RoundAngle Advisors
New Jersey
$5.15M +$101K +1,725 +2%
RG
727
Rathbones Group
United Kingdom
$5.15M -$701K -12,020 -12%
OSAM
728
O'Shaughnessy Asset Management
Connecticut
$5.13M +$381K +6,533 +8%
SPF
729
South Plains Financial
Texas
$5.13M -$43.8K -751 -0.8%
CWM
730
Cornerstone Wealth Management
Missouri
$5.09M -$17.2K -294 -0.3%
FGWP
731
Founders Grove Wealth Partners
Virginia
$5.08M +$215K +3,680 +4%
GWM
732
GSB Wealth Management
Connecticut
$5.07M -$81.9K -1,404 -2%
DJYG
733
David J. Yvars Group
Florida
$5.06M +$30.6K +525 +0.6%
IWM
734
IHT Wealth Management
Illinois
$5.06M +$60K +1,029 +1%
BFA
735
Bright Financial Advisors
Michigan
$5.05M -$265K -4,542 -5%
MC
736
Middleton & Co
Massachusetts
$5.05M -$146K -2,500 -3%
LIA
737
LBMC Investment Advisors
Tennessee
$4.96M -$100K -1,716 -2%
SS
738
Sound Stewardship
Kansas
$4.94M -$20.1K -344 -0.4%
SFB
739
STAR Financial Bank
Indiana
$4.94M -$825K -14,131 -14%
CWM
740
Castle Wealth Management
Florida
$4.92M +$113K +1,937 +2%
G
741
GenTrust
Florida
$4.92M -$1.48M -25,359 -23%
FPW
742
Flywheel Private Wealth
California
$4.91M -$121K -2,070 -2%
ACM
743
Armbruster Capital Management
New York
$4.91M +$26.5K +455 +0.5%
GSB
744
Greenfield Savings Bank
Massachusetts
$4.9M -$13.5K -231 -0.3%
FF
745
Friedenthal Financial
New Jersey
$4.9M +$4.45M +76,311 +1,004%
JCM
746
Jacobi Capital Management
Pennsylvania
$4.89M -$369K -6,326 -7%
MWA
747
Muirfield Wealth Advisors
North Carolina
$4.88M -$18.2K -312 -0.4%
CWM
748
Cranbrook Wealth Management
Michigan
$4.86M -$134K -2,303 -3%
BJL
749
Brighton Jones LLC
Washington
$4.86M +$325K +5,570 +7%
CTC
750
Central Trust Company
Missouri
$4.85M -$409K -7,008 -8%
28 29
30
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