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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 %
GWSG
1926
GPS Wealth Strategies Group
Colorado
$341K +$4.14K +71 +1%
FF
1927
Fox Financial
Pennsylvania
$341K – – –
MSG
1928
Main Street Group
Virginia
$338K +$9.74K +167 +3%
RFG
1929
REAP Financial Group
Texas
$337K – – –
HFRG
1930
Houlihan Financial Resource Group
Virginia
$336K – – –
BSA
1931
Bull Street Advisors
Georgia
$335K – – –
EP
1932
Edgestream Partners
New Jersey
$335K +$145K +2,490 +77%
AWM
1933
Aberdeen Wealth Management
Illinois
$334K – – –
MMPW
1934
Mitchell McLeod Pugh & Williams
Alabama
$334K +$334K +5,725 New
BWP
1935
Bernardo Wealth Planning
Pennsylvania
$334K +$58 +1 +0%
SAM
1936
Secure Asset Management
Michigan
$333K +$98.7K +1,692 +42%
SCM
1937
Schnieders Capital Management
California
$333K -$7.59K -130 -2%
CWM
1938
Cherrydale Wealth Management
New Jersey
$332K -$4.26K -73 -1%
VPF
1939
Vantage Point Financial
Illinois
$330K -$28.7K -492 -8%
SP
1940
Successful Portfolios
Florida
$329K +$5.49K +94 +2%
BTW
1941
Boston Trust Walden
Massachusetts
$329K – – –
CCP
1942
Clarity Capital Partners
California
$328K +$32.3K +554 +11%
FP
1943
Financial Perspectives
Minnesota
$328K +$5.37K +92 +2%
GCA
1944
Gradient Capital Advisors
California
$327K – – –
MWM
1945
McNaughton Wealth Management
California
$327K – – –
FC
1946
Forte Capital
New York
$322K +$11.1K +191 +4%
HFO
1947
Heritage Family Offices
Arizona
$322K +$233 +4 +0.1%
SBLIC
1948
Security Benefit Life Insurance Company
Kansas
$321K -$379K -6,500 -54%
WG
1949
Welch Group
Alabama
$321K +$35.2K +604 +12%
SCA
1950
STALEY CAPITAL ADVISERS
Pennsylvania
$319K -$92.5K -1,585 -22%
76 77
78
79 80