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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 %
AWA
126
Alaska Wealth Advisors
Alaska
$61.2M +$4.83M +82,721 +9%
LI
127
LVZ Inc
Michigan
$61.1M -$1.31M -22,479 -2%
Bank of Nova Scotia
128
Bank of Nova Scotia
Ontario, Canada
$60.9M – – –
HI
129
Horizon Investments
North Carolina
$60.3M +$4.59M +78,646 +8%
AFG
130
Arkansas Financial Group
Arkansas
$59.5M +$380K +7,085 +0.6%
PAG
131
Private Advisor Group
New Jersey
$58.8M -$4.92M -84,254 -8%
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$58.8M +$3.01M +51,625 +5%
DWM
133
Destination Wealth Management
California
$58.7M +$671K +11,503 +1%
WTC
134
WhitTier Trust Company
Nevada
$57.7M -$67.9K -1,164 -0.1%
CA
135
Clearstead Advisors
Ohio
$57.6M +$1.33M +22,863 +2%
FHA
136
First Horizon Advisors
Tennessee
$56.8M -$1.06M -18,127 -2%
BSB
137
Bangor Savings Bank
Maine
$56.8M +$1.2M +20,569 +2%
MA
138
MCF Advisors
Kentucky
$56.7M +$1.54M +26,321 +3%
FTWA
139
Fifth Third Wealth Advisors
Ohio
$56.1M +$4.51M +77,299 +9%
KAS
140
Kestra Advisory Services
Texas
$55.6M -$24.1M -412,936 -30%
Mercer Global Advisors
141
Mercer Global Advisors
Colorado
$54.4M +$2.92M +50,077 +6%
VA
142
Valmark Advisers
Ohio
$54.3M -$207K -3,547 -0.4%
WA
143
Waverly Advisors
Alabama
$52.7M +$7.8M +133,609 +17%
CPIG
144
Chicago Partners Investment Group
Illinois
$52.5M +$1.64M +28,086 +3%
AWE
145
Avidian Wealth Enterprises
Texas
$52M -$12.1M -207,496 -19%
PRA
146
Pine Ridge Advisers
New York
$52M +$335K +5,745 +0.6%
LGWM
147
Litman Gregory Wealth Management
California
$50.8M +$50.8M +870,956 New
AF
148
Arrow Financial
New York
$50.5M -$7.12K -122 -0%
CFG
149
CKW Financial Group
Hawaii
$49.9M +$2M +34,074 +4%
TD Asset Management
150
TD Asset Management
Ontario, Canada
$49.8M -$70.2M -1,203,750 -59%
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