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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 %
CA
151
Crewe Advisors
Utah
$49.6M +$2.1M +35,924 +4%
MWM
152
Modera Wealth Management
New Jersey
$49.6M -$1.77M -30,343 -3%
WPA
153
West Paces Advisors
Georgia
$49.4M +$923K +15,818 +2%
MPWT
154
MassMutual Private Wealth & Trust
Connecticut
$48.3M -$1.54M -26,450 -3%
SCM
155
SCS Capital Management
Massachusetts
$47.6M +$47.4M +813,108 +24,640%
PWAM
156
Private Wealth Asset Management
Iowa
$47.5M +$47.5M +814,266 New
CWM
157
Congress Wealth Management
Massachusetts
$46.8M +$977K +16,741 +2%
HSBC Holdings
158
HSBC Holdings
United Kingdom
$46.5M +$1.21M +20,785 +3%
JFA
159
JNBA Financial Advisors
Minnesota
$46.4M +$1.36M +23,229 +3%
FBFS
160
First Business Financial Services
Wisconsin
$46.3M +$2.26M +38,779 +5%
PFM
161
Phillips Financial Management
Indiana
$46.1M -$2.6M -44,502 -5%
MW
162
Marcum Wealth
Ohio
$45.9M +$1.48M +25,281 +3%
T
163
TrueFG
Texas
$45.7M +$1.87M +31,982 +4%
MFG
164
Magnus Financial Group
New York
$45.2M +$1.74M +29,782 +4%
MW
165
MBL Wealth
North Carolina
$45.1M +$1M +17,193 +2%
AT
166
American Trust
Kentucky
$44.6M +$996K +17,065 +2%
AWM
167
Axxcess Wealth Management
California
$44.6M +$445K +7,632 +1%
GBT
168
Grove Bank & Trust
Florida
$44.3M +$323K +5,537 +0.7%
MIA
169
MainStreet Investment Advisors
Illinois
$44.3M -$1.36M -23,328 -3%
RIS
170
Retirement Income Solutions
Michigan
$44M -$7.03M -120,498 -14%
RFA
171
RTD Financial Advisors
Pennsylvania
$43.8M +$1.16M +19,876 +3%
JAG
172
Journey Advisory Group
Kentucky
$43M -$538K -9,213 -1%
QCG
173
Quadrant Capital Group
Ohio
$42.8M -$2.14M -36,665 -5%
W
174
Wealthquest
Ohio
$42.5M +$1.61M +27,543 +4%
BOS
175
Bank of Stockton
California
$42.4M -$1.41M -24,222 -3%
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