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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 %
CCWM
1326
Cassaday & Co Wealth Management
Virginia
$1.13M +$244K +4,174 +27%
NCM
1327
NCM Capital Management
New Jersey
$1.13M – – –
AWM
1328
Ameliora Wealth Management
Switzerland
$1.13M -$58.8K -1,007 -5%
CNBOF
1329
City National Bank of Florida
Florida
$1.12M +$22.3K +383 +2%
TWP
1330
Tempus Wealth Planning
California
$1.11M +$124K +2,131 +13%
CL
1331
CLG LLC
California
$1.11M -$300K -5,136 -21%
Fisher Asset Management
1332
Fisher Asset Management
Washington
$1.11M +$63.1K +1,082 +6%
LC
1333
Lincoln Capital
Nebraska
$1.11M +$20.9K +380 +2%
FFA
1334
Fortune Financial Advisors
Kansas
$1.1M -$17.3K -297 -2%
TSMHT
1335
Thurston Springer Miller Herd & Titak
Indiana
$1.1M +$132K +2,269 +14%
MWA
1336
Midland Wealth Advisors
Illinois
$1.1M +$131K +2,253 +14%
CIA
1337
Compass Ion Advisors
Pennsylvania
$1.09M -$164K -2,808 -13%
IAS
1338
Insigneo Advisory Services
Florida
$1.09M -$70.9K -1,215 -6%
MAM
1339
MMA Asset Management
Pennsylvania
$1.09M -$3.79K -65 -0.3%
CCA
1340
Conservest Capital Advisors
Pennsylvania
$1.09M +$255K +4,362 +30%
KCP
1341
Kera Capital Partners
California
$1.09M +$149K +2,546 +16%
PTB
1342
Pioneer Trust Bank
Oregon
$1.09M – – –
RWM
1343
Ritholtz Wealth Management
New York
$1.08M +$400K +6,848 +59%
GAM
1344
Gemmer Asset Management
California
$1.08M -$10.3K -177 -0.9%
BWM
1345
Bernard Wealth Management
Michigan
$1.08M -$15.9K -272 -1%
GWM
1346
Greenwich Wealth Management
Connecticut
$1.08M -$1.17K -20 -0.1%
JWWM
1347
Johnson & White Wealth Management
Pennsylvania
$1.08M +$10.5K +180 +1%
TF
1348
Tudor Financial
Ohio
$1.07M +$875 +15 +0.1%
PGAM
1349
Princeton Global Asset Management
New Jersey
$1.07M -$55.4K -949 -5%
RRA
1350
Round Rock Advisors
Connecticut
$1.07M -$40.3K -690 -4%
52 53
54
55 56