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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 %
CCA
1626
Checchi Capital Advisers
California
$621K – – –
OCG
1627
Opus Capital Group
Ohio
$620K +$1.28K +22 +0.2%
HWA
1628
HHM Wealth Advisors
Tennessee
$620K -$175 -3 -0%
HP
1629
Holistic Planning
Texas
$617K -$10.8K -185 -2%
WJWM
1630
Williams Jones Wealth Management
New York
$614K – – –
SVWAG
1631
Sound View Wealth Advisors Group
Georgia
$614K +$102K +1,743 +20%
ERWM
1632
Elk River Wealth Management
Colorado
$614K -$5.84K -100 -0.9%
RDWM
1633
Red Door Wealth Management
Tennessee
$612K -$108K -1,846 -15%
FFP
1634
FourThought Financial Partners
Florida
$612K -$9.1K -156 -1%
DFG
1635
Delta Financial Group
New Jersey
$612K +$23.8K +395 +4%
LFG
1636
Larson Financial Group
Missouri
$612K +$151K +2,593 +33%
DI
1637
DAGCO Inc
Ohio
$612K -$33.6K -575 -5%
LB
1638
Legacy Bridge
Iowa
$608K +$263K +4,502 +76%
PW
1639
Pandora Wealth
Illinois
$606K +$606K +10,378 New
FPWM
1640
FSB Premier Wealth Management
Iowa
$605K +$3.15K +54 +0.5%
First Manhattan
1641
First Manhattan
New York
$604K – – –
JWS
1642
Juncture Wealth Strategies
Arizona
$602K – – –
HWM
1643
Howard Wealth Management
Connecticut
$601K -$4.26K -73 -0.7%
IC
1644
Innealta Capital
Texas
$598K -$66.4K -1,138 -10%
OAM
1645
Oak Asset Management
California
$598K -$1.17K -20 -0.2%
AMM
1646
American Money Management
California
$597K -$3.44K -59 -0.6%
IIL
1647
Insight Inv LLC
California
$597K +$32.1K +550 +6%
JHCP
1648
Jackson Hole Capital Partners
Oklahoma
$595K -$817 -14 -0.1%
LA
1649
LM Advisors
California
$595K +$43.7K +750 +8%
RBC
1650
Romano Brothers & Co
Illinois
$592K – – –
64 65
66
67 68