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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 %
UBG
801
United Bank (Georgia)
Georgia
$4.29M +$142K +2,439 +3%
VC
802
Vestor Capital
Illinois
$4.27M +$172K +2,943 +4%
SFG
803
Sather Financial Group
Texas
$4.25M -$59K -1,011 -1%
SAM
804
Securian Asset Management
Minnesota
$4.19M -$560K -9,600 -12%
SFP
805
Sterling Financial Planning
New Jersey
$4.19M -$56.7K -971 -1%
GFP
806
Gryphon Financial Partners
Ohio
$4.18M -$45.5K -779 -1%
SWP
807
Summit Wealth Partners
Florida
$4.17M +$8.99K +154 +0.2%
HCC
808
Hirtle Callaghan & Co
Pennsylvania
$4.17M +$758K +12,996 +22%
AFG
809
Allegheny Financial Group
Pennsylvania
$4.16M +$861K +14,762 +26%
PFGIA
810
Patriot Financial Group Insurance Agency
Massachusetts
$4.16M +$2.97M +50,949 +250%
IAG
811
Investment Advisory Group
Massachusetts
$4.16M +$674K +11,554 +19%
SAF
812
Smith Anglin Financial
Texas
$4.16M +$114K +1,952 +3%
CFO
813
CVA Family Office
Colorado
$4.16M -$377K -6,468 -8%
AWM
814
Aprio Wealth Management
Georgia
$4.14M -$82.3K -1,410 -2%
SCM
815
Sebold Capital Management
Illinois
$4.13M -$55.6K -953 -1%
UWM
816
USAdvisors Wealth Management
Minnesota
$4.1M -$474K -8,127 -10%
HIMC
817
Heritage Investors Management Corp
Maryland
$4.09M +$47K +805 +1%
PGWM
818
Parisi Gray Wealth Management
New Jersey
$4.08M +$242K +4,153 +6%
VPP
819
Vertex Planning Partners
Illinois
$4.07M +$187K +3,203 +5%
RF
820
Rossby Financial
Florida
$4.07M +$88.3K +1,561 +2%
JIP
821
Jaffetilchin Investment Partners
Florida
$4.06M +$628K +10,757 +18%
FPCG
822
Forum Private Client Group
Indiana
$4.06M -$69K -1,183 -2%
WFA
823
Wellspring Financial Advisors
Ohio
$4.05M -$663K -211,743 -14%
Tudor Investment Corp
824
Tudor Investment Corp
Connecticut
$4.04M +$4.04M +69,183 New
PAM
825
Palisade Asset Management
Minnesota
$4.03M +$239K +4,095 +6%
31 32
33
34 35