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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 %
WWA
1526
Wingate Wealth Advisors
Massachusetts
$725K -$23.4K -401 -3%
SM
1527
Sweeney & Michel
California
$723K +$723K +14,140 New
XT
1528
XTX Topco
Cayman Islands
$723K -$258K -4,425 -26%
TPW
1529
TL Private Wealth
Texas
$722K +$5.47K +107 +0.8%
UB
1530
Umpqua Bank
Oregon
$721K +$4.09K +70 +0.6%
HPM
1531
Hoxton Planning & Management
West Virginia
$721K -$13.4K -230 -2%
AF
1532
Alerus Financial
North Dakota
$721K – – –
QWP
1533
Quotient Wealth Partners
Texas
$721K -$4.2K -72 -0.6%
BCM
1534
Bayesian Capital Management
New York
$718K +$718K +12,300 New
FFG
1535
Fortress Financial Group
Minnesota
$717K +$17.3K +296 +2%
RWM
1536
Riverchase Wealth Management
Texas
$717K – – –
OCM
1537
Objective Capital Management
Ohio
$716K -$1.04M -17,827 -59%
BIG
1538
Brookwood Investment Group
Arizona
$712K +$712K +12,194 New
CHAM
1539
Clear Harbor Asset Management
Connecticut
$711K +$174K +2,980 +32%
RZH
1540
Relyea Zuckerberg Hanson
Connecticut
$710K +$1.93K +33 +0.3%
RIM
1541
Rakuten Investment Management
Japan
$708K +$708K +12,165 New
CCM
1542
Cambridge Capital Management
Illinois
$707K -$4.73K -81 -0.7%
AFG
1543
ABLE Financial Group
Arizona
$707K -$8.99K -154 -1%
OPWM
1544
Oakwell Private Wealth Management
Texas
$707K +$32.6K +559 +5%
EFN
1545
Equita Financial Network
Pennsylvania
$707K +$237K +4,070 +51%
TWM
1546
TriaGen Wealth Management
California
$706K +$117K +2,007 +20%
SWM
1547
SFG Wealth Management
Maryland
$705K +$9.1K +156 +1%
SL
1548
SWMG LLC
Texas
$705K -$46.2K -816 -6%
SNB
1549
Security National Bank
Nebraska
$703K +$11.7K +201 +2%
VAG
1550
VisionPoint Advisory Group
Texas
$703K +$703K +12,046 New
60 61
62
63 64