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iShares Core S&P Mid-Cap ETF
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Overview Fund Activity

2,391 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, 1,104 increasing their positions, 851 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,391
Holders Change
-45
Holders Change %
-1.85%
% of All Funds
32.47%
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
1,104
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 %
KW
1201
KWB Wealth
California
$1.52M -$7.1K -114 -0.5%
ZF
1202
Zhang Financial
Michigan
$1.52M +$134K +2,299 +10%
MAWCM
1203
Mine & Arao Wealth Creation & Management
California
$1.51M -$1.28K -22 -0.1%
TFA
1204
Tranquilli Financial Advisor
New Jersey
$1.51M +$197K +3,379 +15%
GF
1205
GGM Financials
Ohio
$1.5M +$199K +3,406 +15%
MWAM
1206
Manhattan West Asset Management
California
$1.5M -$19K -326 -1%
CD
1207
Chapin Davis
Maryland
$1.5M -$73.2K -1,255 -5%
SS
1208
Sunbelt Securities
Texas
$1.5M -$117K -2,008 -7%
MAS
1209
MPWM Advisory Solutions
Georgia
$1.49M +$1.21M +20,717 +423%
FHC
1210
First Heartland Consultants
Missouri
$1.49M +$104K +1,786 +8%
SI
1211
Saxon Interests
Texas
$1.49M +$140K +2,392 +10%
WE
1212
Wealth Effects
Massachusetts
$1.49M -$11.4K -195 -0.8%
BFG
1213
Baron Financial Group
New Jersey
$1.48M -$23.5K -403 -2%
MAS
1214
Madden Advisory Services
Florida
$1.48M -$4.26K -73 -0.3%
SW
1215
Simplicity Wealth
New Jersey
$1.47M +$259K +4,439 +21%
SWM
1216
SilverOak Wealth Management
Minnesota
$1.47M +$493K +8,453 +51%
PWA
1217
Peterson Wealth Advisors
Utah
$1.47M +$986K +18,851 +206%
6F
1218
626 Financial
Michigan
$1.46M -$2.11M -36,124 -59%
TNBTD
1219
Trustmark National Bank Trust Department
Mississippi
$1.46M +$87.6K +1,501 +6%
EK
1220
Evensky & Katz
Florida
$1.46M -$22.8K -391 -2%
KJHP
1221
K.J. Harrison & Partners
Ontario, Canada
$1.45M +$922K +15,800 +174%
CCA
1222
Cora Capital Advisors
New Jersey
$1.45M -$20.4K -350 -1%
EPA
1223
Element Pointe Advisors
Florida
$1.45M – – –
AWA
1224
Arete Wealth Advisors
Illinois
$1.44M -$4.34M -74,396 -75%
RMCM
1225
Reynders McVeigh Capital Management
Massachusetts
$1.44M -$4.14K -71 -0.3%
47 48
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