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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 %
SGK
976
Steigerwald Gordon & Koch
Virginia
$2.58M +$15K +257 +0.6%
HSA
977
HBK Sorce Advisory
Pennsylvania
$2.58M -$22K -377 -0.8%
CB
978
Cadence Bank
Mississippi
$2.58M -$354K -6,064 -12%
MWM
979
Maridea Wealth Management
New York
$2.57M -$1.46M -24,961 -36%
CPRC
980
Consolidated Portfolio Review Corp
New York
$2.57M +$127K +2,178 +5%
CPC
981
Congress Park Capital
New York
$2.56M -$2.8K -48 -0.1%
PCMF
982
Private Capital Management (Florida)
Florida
$2.56M +$39.6K +679 +2%
WCWM
983
Willow Creek Wealth Management
California
$2.56M -$36.9K -632 -1%
CIC
984
Carnegie Investment Counsel
Ohio
$2.56M +$550K +10,218 +27%
PCA
985
Prosperity Capital Advisors
Ohio
$2.55M +$136K +2,311 +6%
FB
986
Fulton Bank
Pennsylvania
$2.55M +$11.6K +198 +0.5%
AFM
987
Armstrong Fleming & Moore
District of Columbia
$2.55M +$2.55M +43,689 New
MTIC
988
Missouri Trust & Investment Company
Missouri
$2.55M -$17.5K -300 -0.7%
CA
989
Continuum Advisory
Idaho
$2.53M -$97.8K -1,676 -4%
HWMT
990
Heritage Wealth Management (Texas)
Texas
$2.53M -$210K -3,600 -8%
GHA
991
GW Henssler & Associates
Georgia
$2.52M -$335K -5,737 -12%
Koshinski Asset Management
992
Koshinski Asset Management
Illinois
$2.52M -$63.1K -1,081 -2%
KOMWMG
993
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.5M -$5.67M -97,238 -69%
VIM
994
Vista Investment Management
Pennsylvania
$2.5M +$37.1K +635 +2%
LWM
995
Lyell Wealth Management
California
$2.5M -$350K -6,000 -12%
CCP
996
Cushing Capital Partners
Wisconsin
$2.49M +$1.17M +20,131 +89%
RWM
997
Rialto Wealth Management
New York
$2.49M +$14.6K +251 +0.6%
G
998
Gainplan
Michigan
$2.46M -$141K -2,412 -5%
CBT
999
CoreFirst Bank & Trust
Kansas
$2.45M +$202K +3,465 +9%
AC
1000
AlphaCore Capital
California
$2.45M +$2.45M +41,975 New
38 39
40
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