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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 %
AIM
1951
Aspen Investment Management
Michigan
$319K +$58.5K +1,004 +22%
LWM
1952
LongView Wealth Management
Georgia
$318K -$24.8K -425 -7%
CCMI
1953
Creative Capital Management Investments
California
$318K +$40.8K +700 +15%
SWM
1954
Selective Wealth Management
Virginia
$318K +$816 +15 +0.3%
CWM
1955
Capital Wealth Management
Rhode Island
$318K +$58 +1 +0%
MEG
1956
Millstone Evans Group
Colorado
$318K +$9.57K +164 +3%
PFM
1957
Potomac Fund Management
Florida
$318K -$58K -1,083 -15%
FOR
1958
Family Office Research
Maryland
$318K +$20.3K +348 +7%
YIH
1959
Y-Intercept (HK)
Hong Kong
$317K +$317K +5,441 New
SRWM
1960
Shira Ridge Wealth Management
California
$317K -$11K -188 -3%
PIFP
1961
Partners in Financial Planning
Virginia
$317K +$350 +6 +0.1%
SAW
1962
Signal Advisors Wealth
Michigan
$316K +$82K +1,405 +35%
DCM
1963
Dimension Capital Management
Florida
$315K – – –
DHC
1964
Drum Hill Capital
Connecticut
$314K – – –
GHAM
1965
Gilman Hill Asset Management
Connecticut
$312K – – –
SWM
1966
Segment Wealth Management
Texas
$312K – – –
SW
1967
SkyOak Wealth
Michigan
$311K -$36.5K -625 -11%
BFG
1968
Berger Financial Group
Minnesota
$309K +$309K +5,296 New
RCM
1969
Requisite Capital Management
Texas
$309K +$1.17K +20 +0.4%
BO
1970
Bank OZK
Arkansas
$308K -$16.8K -288 -5%
WGC
1971
Watts Gwilliam & Co
Arizona
$308K +$43.9K +753 +17%
EA
1972
Ellsworth Advisors
Ohio
$307K +$525 +9 +0.2%
HBT
1973
Hills Bank & Trust
Iowa
$307K +$408 +7 +0.1%
TSW
1974
Thompson Siegel & Walmsley
Virginia
$306K – – –
BOSSRA
1975
B.O.S.S. Retirement Advisors
Utah
$306K +$61.7K +1,058 +25%
77 78
79
80 81