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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 %
UF
951
Univest Financial
Pennsylvania
$2.73M -$436K -7,471 -14%
TWG
952
The Wealth Group
Minnesota
$2.73M -$208K -3,562 -7%
IAS
953
Investment Advisory Services
Texas
$2.73M +$49.4K +847 +2%
UBP
954
Union Bancaire Privee
Switzerland
$2.72M -$2.24M -38,500 -45%
GSIAS
955
Garden State Investment Advisory Services
New Jersey
$2.72M +$1.24M +21,280 +84%
Betterment LLC
956
Betterment LLC
New York
$2.72M +$75.5K +1,294 +3%
NP
957
NorthRock Partners
Minnesota
$2.72M +$1.17M +20,041 +75%
ATWA
958
Arbor Trust Wealth Advisors
Michigan
$2.7M -$33.4K -573 -1%
CFC
959
Client First Capital
California
$2.69M -$4.11M -70,420 -60%
ACM
960
AUA Capital Management
Pennsylvania
$2.68M – – –
ANC
961
Ames National Corp
Iowa
$2.68M +$248K +4,243 +10%
FCA
962
FLC Capital Advisors
California
$2.66M +$159K +2,723 +6%
RWPA
963
Richard W. Paul & Associates
Michigan
$2.65M +$2.59M +44,468 +4,782%
PCA
964
Providence Capital Advisors
North Carolina
$2.65M +$275K +4,705 +12%
RWM
965
Rockwood Wealth Management
Pennsylvania
$2.65M +$210K +3,592 +9%
DFA
966
Delta Financial Advisors
Louisiana
$2.64M +$58 +1 +0%
PA
967
Procyon Advisors
Connecticut
$2.63M +$1.52M +25,981 +136%
NEPWA
968
New England Private Wealth Advisors
Massachusetts
$2.63M -$486K -8,321 -16%
SWM
969
SigFig Wealth Management
California
$2.62M +$68.1K +1,170 +3%
EFG
970
Embree Financial Group
Illinois
$2.62M +$181K +3,096 +7%
CG
971
Curat Global
New Hampshire
$2.61M +$2.61M +44,655 New
CIR
972
Clear Investment Research
Georgia
$2.6M +$59.4K +1,018 +2%
SF
973
SWP Financial
California
$2.59M -$33.7K -578 -1%
PPWP
974
Premier Path Wealth Partners
New Jersey
$2.59M +$67.7K +1,161 +3%
AF
975
Apexium Financial
Texas
$2.59M -$7.64K -131 -0.3%
37 38
39
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