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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 %
KAS
901
KPP Advisory Services
Kentucky
$3.3M +$1.13M +19,395 +52%
IA
902
IFC Advisors
California
$3.29M – – –
BFS
903
Bradley Foster & Sargent
Connecticut
$3.28M -$158K -2,708 -5%
KFO
904
Kopp Family Office
Minnesota
$3.27M +$96.3K +1,650 +3%
FI
905
Fosun International
China
$3.27M +$3.27M +56,100 New
KTA
906
Keeley-Teton Advisors
Illinois
$3.26M +$1.31M +22,506 +68%
BMCM
907
Bryn Mawr Capital Management
Pennsylvania
$3.25M -$515K -8,827 -14%
AWP
908
Axis Wealth Partners
Rhode Island
$3.24M +$2.11M +36,170 +187%
HPC
909
HM Payson & Co
Maine
$3.24M -$224K -3,845 -6%
CV
910
Counterweight Ventures
North Carolina
$3.23M +$36.5K +626 +1%
CAAM
911
Cornerstone Advisors Asset Management
Pennsylvania
$3.2M +$32K +548 +1%
3F
912
360 Financial
Minnesota
$3.19M +$198K +3,394 +7%
BFO
913
Boston Family Office
Massachusetts
$3.19M +$22.1K +378 +0.7%
FTC
914
Farmers Trust Company
Ohio
$3.18M -$239K -4,095 -7%
PIA
915
Perennial Investment Advisors
California
$3.16M -$247K -4,229 -7%
JAA
916
Joel Adams & Associates
North Carolina
$3.15M +$75.9K +1,301 +2%
BWM
917
Birchcreek Wealth Management
Ohio
$3.13M +$349K +5,975 +13%
BWG
918
Balanced Wealth Group
Ohio
$3.13M -$361K -6,181 -10%
KV
919
Kickstand Ventures
New York
$3.07M +$40.3K +690 +1%
FSG
920
Financial Strategies Group
Michigan
$3.07M +$239K +4,339 +8%
FG
921
Fairman Group
Pennsylvania
$3.05M -$126K -1,974 -4%
TFA
922
Trinity Financial Advisors
Ohio
$3.05M -$76.7K -1,380 -2%
CWM
923
C2C Wealth Management
Arizona
$3.02M +$18.7K +321 +0.6%
SB
924
Strategic Blueprint
Georgia
$2.98M +$53K +909 +2%
FFO
925
Fortitude Family Office
Arizona
$2.98M +$805K +13,796 +37%
35 36
37
38 39