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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 %
PB
1801
Prime Buchholz
New Hampshire
$438K +$1.23K +21 +0.3%
WCM
1802
Wealthcare Capital Management
Virginia
$436K -$28.7K -492 -6%
GSAM
1803
Grant Street Asset Management
Pennsylvania
$436K +$1.93K +33 +0.4%
WAM
1804
WNY Asset Management
New York
$433K +$7.18K +123 +2%
CFP
1805
Cascade Financial Partners
California
$431K +$431K +7,388 New
SSWM
1806
Smith Salley Wealth Management
North Carolina
$430K -$14.6K -250 -3%
NAS
1807
Nicolet Advisory Services
Wisconsin
$429K +$34.7K +646 +9%
LOPW
1808
Live Oak Private Wealth
North Carolina
$429K +$525 +9 +0.1%
CA
1809
Carson Advisory
Georgia
$426K +$62.5K +1,071 +17%
TWM
1810
Tradition Wealth Management
Minnesota
$426K +$15.3K +263 +4%
MIAS
1811
Mason Investment Advisory Services
Virginia
$425K +$992 +17 +0.2%
PAM
1812
Peak Asset Management
Colorado
$425K -$27.7K -475 -6%
CFGW
1813
Chancellor Financial Group WB
Pennsylvania
$423K -$233 -4 -0.1%
BWL
1814
Bogart Wealth LLC
Virginia
$423K – – –
NG
1815
Norden Group
Utah
$422K -$16.1K -276 -4%
GSF
1816
Grove Street Fiduciary
New Hampshire
$419K +$134K +2,300 +47%
DP
1817
DDD Partners
Washington
$417K -$3.74K -64 -0.9%
MPCL
1818
My Personal CFO LLC
Washington
$417K – – –
BCM
1819
BTC Capital Management
Iowa
$416K +$101K +1,733 +32%
HT
1820
Heritage Trust
Oklahoma
$416K – – –
ACM
1821
Ardent Capital Management
Ohio
$415K – – –
AWM
1822
Aries Wealth Management
Maine
$413K – – –
CP
1823
Capital Planning
Washington
$412K – – –
CA
1824
CapWealth Advisors
Tennessee
$412K -$8.46K -145 -2%
SC
1825
Saiph Capital
New Jersey
$410K +$410K +7,031 New
71 72
73
74 75