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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 %
Empower Advisory Group
926
Empower Advisory Group
Colorado
$2.98M -$323K -5,529 -10%
FWM
927
ForthRight Wealth Management
Georgia
$2.98M -$2.33K -40 -0.1%
CA
928
Crumly & Associates
Illinois
$2.96M -$57.4K -984 -2%
CA
929
Claro Advisors
Massachusetts
$2.96M -$95.6K -1,639 -3%
BC
930
Bowman & Company
Wisconsin
$2.95M -$59.6K -1,022 -2%
KWA
931
Kingswood Wealth Advisors
California
$2.92M -$814K -13,943 -22%
QWM
932
Quadcap Wealth Management
Texas
$2.9M -$41.7K -715 -1%
Deutsche Bank
933
Deutsche Bank
Germany
$2.9M -$106K -1,813 -4%
CFFP
934
Center for Financial Planning
Michigan
$2.88M +$510K +8,740 +21%
IA
935
Insight Advisors
Pennsylvania
$2.88M +$554K +9,500 +24%
GSWM
936
Golden State Wealth Management
California
$2.87M -$11.5K -197 -0.4%
OC
937
Oakworth Capital
Alabama
$2.87M +$14.9K +256 +0.5%
SAS
938
Stelac Advisory Services
New York
$2.86M -$124K -2,133 -4%
DAS
939
Diversify Advisory Services
Utah
$2.86M +$83.2K +1,458 +3%
BRM
940
Boston Research & Management
Massachusetts
$2.85M -$25.7K -441 -0.9%
BONH
941
Bank of New Hampshire
New Hampshire
$2.82M -$33.3K -571 -1%
GPI
942
General Partner Inc
Pennsylvania
$2.82M – – –
TAM
943
Townsend Asset Management
North Carolina
$2.8M +$53.9K +923 +2%
CMAI
944
Capital Management Associates Inc
Minnesota
$2.8M +$896K +15,363 +47%
WS
945
Wedbush Securities
California
$2.78M +$121K +2,080 +5%
HFS
946
Howard Financial Services
Texas
$2.77M +$1.17K +20 +0%
BCA
947
Bay Capital Advisors
Virginia
$2.77M +$504K +8,639 +22%
PG
948
Patten Group
Tennessee
$2.77M -$77.4K -1,326 -3%
CNB
949
Camden National Bank
Maine
$2.75M -$266K -4,558 -9%
FCFC
950
First Commonwealth Financial Corp
Pennsylvania
$2.75M +$2.25M +38,556 +451%
36 37
38
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