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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 %
TC
776
TownSquare Capital
Utah
$4.59M +$732K +12,539 +19%
FPAS
777
Focus Partners Advisor Solutions
Missouri
$4.59M +$471K +8,068 +11%
CFS
778
CRA Financial Services
New Jersey
$4.59M -$38.1K -653 -0.8%
JSSH
779
J. Safra Sarasin Holding
$4.56M – – –
SFA
780
Souders Financial Advisors
Ohio
$4.55M +$4.55M +78,007 New
BCM
781
Brookstone Capital Management
Illinois
$4.54M -$205K -3,521 -4%
HH
782
Hilltop Holdings
Texas
$4.52M +$221K +3,789 +5%
PCM
783
Parsons Capital Management
Rhode Island
$4.52M -$723K -12,389 -14%
AWMG
784
Alliance Wealth Management Group
New Jersey
$4.5M +$186K +3,191 +4%
TCOO
785
Trust Company of Oklahoma
Oklahoma
$4.5M +$29.7K +509 +0.7%
CAGAS
786
Capital Advisory Group Advisory Services
Minnesota
$4.48M -$4.38K -75 -0.1%
PCM
787
Perritt Capital Management
Illinois
$4.47M -$290K -4,971 -6%
AWM
788
Accurate Wealth Management
Florida
$4.46M +$552K +10,148 +14%
MG
789
Mather Group
Illinois
$4.46M -$1.55M -26,646 -26%
FA
790
FC Advisory
Pennsylvania
$4.44M +$127K +2,174 +3%
GF
791
Gries Financial
Ohio
$4.4M -$52.5K -900 -1%
ST
792
Sabal Trust
Florida
$4.4M -$414K -7,094 -9%
LFG
793
Leverty Financial Group
Wisconsin
$4.39M -$276K -4,723 -6%
NL
794
NEPC LLC
Massachusetts
$4.38M +$36.4K +624 +0.8%
CAI
795
Capital Advisors Inc
Oklahoma
$4.36M -$17.6M -301,495 -80%
TCA
796
Transcend Capital Advisors
New Jersey
$4.35M +$464K +7,947 +12%
CF
797
Convergence Financial
Missouri
$4.35M -$596K -10,222 -12%
WGCA
798
Wolf Group Capital Advisors
Virginia
$4.34M +$3.88M +66,464 +840%
GDP
799
Great Diamond Partners
Maine
$4.3M +$149K +2,554 +4%
CW
800
CreativeOne Wealth
Kansas
$4.29M -$1.64M -28,184 -28%
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