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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 %
CCM
1376
Colorado Capital Management
Colorado
$1.02M +$3.91K +67 +0.4%
CKAIS
1377
Christensen King & Associates Investment Services
Washington
$1.02M -$27.3K -454 -3%
GWM
1378
GDS Wealth Management
Texas
$1.02M +$73.6K +1,261 +8%
FA
1379
FF Advisors
California
$1.01M +$171K +2,934 +20%
M
1380
MOTCO
Texas
$1.01M +$103K +1,763 +11%
DIA
1381
Davidson Investment Advisors
Montana
$1M – – –
GPA
1382
Garrison Point Advisors
California
$999K +$147K +2,525 +17%
PWG
1383
Private Wealth Group
Florida
$997K -$1.58M -27,145 -61%
BFWM
1384
Bright Futures Wealth Management
New York
$996K -$4.29K -80 -0.4%
LCM
1385
LVM Capital Management
Michigan
$991K -$2.92K -50 -0.3%
OFO
1386
OneAscent Family Office
Alabama
$990K +$990K +16,878 New
WWM
1387
Wolff Wiese Magana
California
$983K +$105K +1,796 +12%
C
1388
Certuity
Florida
$983K +$543K +9,241 +124%
IWP
1389
Invenio Wealth Partners
Florida
$979K – – –
OWP
1390
ORG Wealth Partners
Texas
$979K +$972K +16,564 +14,923%
SXL
1391
Summit X LLC
Missouri
$979K -$7.35K -126 -0.7%
BFA
1392
Buttonwood Financial Advisors
Maryland
$977K -$105K -1,801 -10%
TA
1393
TFG Advisers
Michigan
$973K -$1.63K -28 -0.2%
BCM
1394
Basso Capital Management
Connecticut
$973K +$731K +12,520 +302%
HCM
1395
Howland Capital Management
Massachusetts
$972K – – –
WTA
1396
Washington Trust Advisors
Massachusetts
$970K -$7.64K -131 -0.8%
AP
1397
Appleton Partners
Massachusetts
$970K -$14.9K -255 -2%
PA
1398
PSI Advisors
Florida
$968K -$421K -7,209 -30%
WA
1399
WBH Advisory
Maryland
$965K -$138K -2,372 -13%
MCM
1400
MV Capital Management
Maryland
$965K +$53K +908 +6%
54 55
56
57 58