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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 %
SOS
1051
Silver Oak Securities
Tennessee
$2.16M -$58.5K -1,005 -3%
AFA
1052
Antonelli Financial Advisors
Michigan
$2.14M -$54K -925 -2%
TFG
1053
Taylor Financial Group
Virginia
$2.14M +$150K +2,563 +8%
MIM
1054
Macroview Investment Management
Maryland
$2.14M +$133K +2,283 +7%
OC
1055
Opinicus Capital
Florida
$2.13M +$28.9K +495 +1%
BMWM
1056
Brown Miller Wealth Management
Virginia
$2.12M +$248K +4,254 +13%
FWP
1057
FAS Wealth Partners
Kansas
$2.11M -$100K -1,717 -5%
NWMP
1058
Noble Wealth Management PBC
Colorado
$2.1M +$78.9K +1,352 +4%
SAM
1059
Sherman Asset Management
California
$2.09M -$360K -6,170 -15%
NWMG
1060
National Wealth Management Group
Ohio
$2.09M +$157K +2,696 +8%
EW
1061
Enzi Wealth
Texas
$2.08M – – –
BAAM
1062
Baker Avenue Asset Management
California
$2.08M +$65.5K +1,122 +3%
CIAS
1063
CBIZ Investment Advisory Services
Ohio
$2.07M -$6.83K -117 -0.3%
SLC
1064
Second Line Capital
Louisiana
$2.07M +$2.07M +35,523 New
WTB
1065
Washington Trust Bank
Washington
$2.07M -$20.9K -358 -1%
VCA
1066
Verdence Capital Advisors
Maryland
$2.07M -$152K -2,607 -7%
RA
1067
RFG Advisory
Alabama
$2.06M +$205K +3,512 +11%
SFG
1068
SevenBridge Financial Group
Pennsylvania
$2.06M -$508K -8,321 -20%
EWA
1069
EverSource Wealth Advisors
Alabama
$2.04M -$190K -3,263 -9%
M
1070
MATAURO
New York
$2.04M +$48.5K +831 +2%
BFO
1071
Biltmore Family Office
North Carolina
$2.03M +$8.17K +140 +0.4%
VAS
1072
Vestmark Advisory Solutions
Massachusetts
$2.03M +$367K +6,294 +22%
HSWS
1073
Higgins & Schmidt Wealth Strategies
Colorado
$2.02M -$16.3K -279 -0.8%
AIA
1074
Arcadia Investment Advisors
Idaho
$2M -$22.2K -381 -1%
BFC
1075
Bedel Financial Consulting
Indiana
$2M +$13.5K +233 +0.7%
41 42
43
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