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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 %
BSTWA
826
Blake Schutter Theil Wealth Advisors
Ohio
$4.02M +$16.6K +285 +0.4%
NG
827
Novem Group
New York
$4.01M +$129K +2,203 +3%
BWCS
828
Beirne Wealth Consulting Services
Connecticut
$4.01M +$27.4K +469 +0.7%
SAM
829
Smithbridge Asset Management
Pennsylvania
$4.01M +$4.01M +68,711 New
KWM
830
Kaydan Wealth Management
Michigan
$4.01M +$214K +3,675 +6%
MWA
831
Merkkuri Wealth Advisors
New York
$3.99M +$88.9K +1,524 +2%
CAM
832
Cozad Asset Management
Illinois
$3.99M +$44.5K +763 +1%
DQRIM
833
Dale Q Rice Investment Management
Washington
$3.98M -$142K -2,438 -3%
NDSI
834
Newman Dignan & Sheerar Inc
Rhode Island
$3.98M +$91K +1,560 +2%
MSAM
835
Moloney Securities Asset Management
Missouri
$3.97M +$124K +2,125 +3%
AL
836
Aspiriant LLC
California
$3.96M +$188K +3,226 +5%
RWA
837
River Wealth Advisors
Pennsylvania
$3.95M -$42.7K -731 -1%
PMG
838
ProVise Management Group
Florida
$3.94M -$153K -2,623 -4%
PR
839
Payden & Rygel
California
$3.94M +$27.7K +474 +0.7%
UCB
840
United Community Bank
South Carolina
$3.92M -$75.3K -1,290 -2%
RFN
841
RDA Financial Network
Iowa
$3.92M -$6.3K -108 -0.2%
SIG
842
Sky Investment Group
Connecticut
$3.91M -$4.16M – –
GWS
843
Greykasell Wealth Strategies
California
$3.89M +$140K +2,397 +4%
LF
844
LifeSteps Financial
California
$3.87M +$9.86K +169 +0.3%
PPWM
845
PFG Private Wealth Management
Florida
$3.86M -$753K -12,909 -16%
BCG
846
Breakwater Capital Group
New Jersey
$3.85M +$40.7K +698 +1%
ALA
847
Atlas Legacy Advisors
California
$3.84M +$2.48M +42,577 +183%
CBT
848
Central Bank & Trust
Kentucky
$3.84M -$28.7K -491 -0.7%
KP
849
Keel Point
Alabama
$3.83M +$120K +2,048 +3%
NB
850
NBT Bank
New York
$3.82M -$34.1K -585 -0.9%
32 33
34
35 36