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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 %
OPA
1426
Old Port Advisors
Maine
$899K -$125K -2,134 -12%
RPGK
1427
Retirement Planning Group (Kansas)
Kansas
$897K -$6.65K -114 -0.7%
HCM
1428
Hollencrest Capital Management
California
$886K +$58 +1 +0%
HA
1429
HFG Advisors
Ohio
$885K – – –
OAS
1430
Optivise Advisory Services
Tennessee
$883K +$2.22K +38 +0.3%
IIM
1431
Ipswich Investment Management
Massachusetts
$881K -$2.92K -50 -0.3%
PWP
1432
Principle Wealth Partners
Connecticut
$881K – – –
BIAS
1433
Beacon Investment Advisory Services
New Jersey
$879K +$105K +1,794 +14%
SW
1434
SteelPeak Wealth
California
$877K -$13.2K -227 -1%
SG Americas Securities
1435
SG Americas Securities
New York
$875K -$4.45M -76,336 -84%
MFGM
1436
Marshall Financial Group (Maryland)
Maryland
$875K -$59.4K -1,018 -6%
NRG
1437
Nemes Rush Group
Michigan
$875K -$28.9K -495 -3%
TIM
1438
Thompson Investment Management
Wisconsin
$874K +$41.3K +708 +5%
PJWM
1439
Philip James Wealth Mangement
Georgia
$874K -$49.3K -845 -5%
SEIA
1440
Signature Estate & Investment Advisors
California
$871K -$80.1K -1,372 -8%
EWA
1441
ERTS Wealth Advisors
Michigan
$871K +$16.6K +284 +2%
SBIA
1442
Sheaff Brock Investment Advisors
Indiana
$870K +$87.2K +1,495 +11%
FCH
1443
Freestone Capital Holdings
Washington
$863K -$45.9K -786 -5%
Invesco
1444
Invesco
Georgia
$857K -$2.74K -47 -0.3%
KA
1445
Kooman & Associates
Pennsylvania
$856K +$9.57K +164 +1%
RWS
1446
Retirement Wealth Solutions
Wisconsin
$854K +$408 +7 +0%
PWMG
1447
Private Wealth Management Group
New Jersey
$854K – – –
ICP
1448
Interchange Capital Partners
Pennsylvania
$850K +$6.94K +119 +0.8%
DSA
1449
Droms Strauss Advisors
Missouri
$849K +$233 +4 +0%
AAMC
1450
Asset Allocation & Management Company
Illinois
$844K – – –
56 57
58
59 60