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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 %
LWMT
101
Legacy Wealth Management (Tennessee)
Tennessee
$78.5M -$895K -15,331 -1%
SFG
102
Sage Financial Group
Pennsylvania
$77.1M +$2.42M +41,478 +3%
Janney Montgomery Scott
103
Janney Montgomery Scott
Pennsylvania
$77.1M +$2.79M +47,880 +4%
RWB
104
RMR Wealth Builders
New Jersey
$76.7M +$5.82M +99,738 +8%
FSC
105
Full Sail Capital
Oklahoma
$74.9M -$741K -12,707 -1%
LF
106
Lee Financial
Texas
$74.4M -$658K -11,277 -0.9%
AIA
107
Ally Invest Advisors
North Carolina
$74M +$1.09M +18,760 +2%
RWM
108
RKL Wealth Management
Pennsylvania
$72.5M +$4.79M +82,081 +7%
PA
109
Planning Alternatives
Michigan
$72.3M +$2.82M +48,397 +4%
TIAA Trust, National Association
110
TIAA Trust, National Association
North Carolina
$70.6M +$694K +11,891 +1%
EH
111
Equitable Holdings
New York
$67.9M -$1.33M -22,775 -2%
LRIA
112
Leonard Rickey Investment Advisors
Washington
$67.8M +$904K +16,414 +1%
GIM
113
Goelzer Investment Management
Indiana
$67.2M +$1.08M +18,511 +2%
MFIM
114
Mesirow Financial Investment Management
Illinois
$66.6M +$38.5M +660,514 +137%
BP
115
Ballentine Partners
Massachusetts
$66.2M -$584K -10,016 -0.9%
VC
116
Vicus Capital
Pennsylvania
$66M -$9.02M -154,561 -12%
HI
117
Harbour Investments
Wisconsin
$65.6M +$1.98M +33,866 +3%
MGIA
118
Moneta Group Investment Advisors
Missouri
$65.5M +$1.32M +22,668 +2%
TFO
119
Tarbox Family Office
California
$65.2M -$600K -10,277 -0.9%
SWP
120
Stratos Wealth Partners
Ohio
$64.6M -$366K -6,266 -0.6%
CCFCSB
121
Cape Cod Five Cents Savings Bank
Massachusetts
$64.4M – – –
Cambridge Investment Research Advisors
122
Cambridge Investment Research Advisors
Iowa
$63.9M +$2.29M +39,161 +4%
AllianceBernstein
123
AllianceBernstein
Tennessee
$63.1M +$2.77M +47,494 +5%
CCM
124
Coldstream Capital Management
Washington
$62.5M +$45.2M +774,912 +262%
DIP
125
DT Investment Partners
Pennsylvania
$61.4M -$5.22M -89,415 -8%
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5
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