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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 %
MAM
1851
Mystic Asset Management
Rhode Island
$392K +$35K +600 +10%
KPP
1852
Kings Path Partners
Texas
$391K – – –
AWM
1853
Accredited Wealth Management
Kentucky
$387K +$72.6K +1,244 +23%
PAA
1854
Peregrine Asset Advisers
Oregon
$387K -$4.67K -80 -1%
BDF
1855
Black Diamond Financial
Maryland
$384K +$525 +9 +0.1%
JLBC
1856
J.L. Bainbridge & Co
Florida
$384K -$2.92K -50 -0.8%
OWMIAS
1857
One Wealth Management Investment & Advisory Services
Florida
$384K -$13.2K -226 -3%
BWM
1858
BCGM Wealth Management
Indiana
$382K -$5.08K -87 -1%
LA
1859
Latitude Advisors
Florida
$382K -$38.3K -656 -9%
DWM
1860
Dopkins Wealth Management
New York
$381K – – –
MFP
1861
Meridian Financial Partners
Virginia
$381K – – –
JPWM
1862
Jamison Private Wealth Management
Georgia
$381K +$16K +275 +4%
RCM
1863
Radnor Capital Management
Pennsylvania
$380K +$380K +6,510 New
Susquehanna International Group
1864
Susquehanna International Group
Pennsylvania
$380K +$380K +6,510 New
WIP
1865
WealthCare Investment Partners
Rhode Island
$379K +$14K +262 +4%
BIG
1866
Brooklyn Investment Group
New York
$379K +$379K +6,492 New
EFG
1867
Elios Financial Group
Ohio
$377K -$6.19K -106 -2%
TL
1868
Tradewinds LLC
North Carolina
$377K +$175 +3 +0%
MTC
1869
McDaniel Terry & Co
Texas
$376K – – –
SIMG
1870
Sonora Investment Management Group
Arizona
$376K -$2.33K -40 -0.6%
SFG
1871
Sunburst Financial Group
Alabama
$375K -$9.28K -159 -2%
MAWA
1872
Moss Adams Wealth Advisors
Washington
$375K +$107K +1,828 +40%
PAM
1873
Prodigy Asset Management
Nebraska
$375K +$94K +1,611 +33%
BCP
1874
Berkeley Capital Partners
Georgia
$374K – – –
SCM
1875
Sheridan Capital Management
California
$373K +$152K +2,600 +68%
73 74
75
76 77