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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 %
AAS
176
Ameritas Advisory Services
Nebraska
$41.8M -$2.32M -38,693 -5%
TC
177
Trilogy Capital
California
$41.7M +$21.1M +361,650 +102%
SPP
178
Single Point Partners
Massachusetts
$41.2M +$887K +15,209 +2%
PGA
179
Portland Global Advisors
Maine
$41.2M +$1.29M +22,099 +3%
CAAS
180
Capital Asset Advisory Services
Michigan
$40.8M +$771K +12,936 +2%
JWA
181
JFS Wealth Advisors
Pennsylvania
$40.7M -$19.4K -333 -0%
AWM
182
Apollon Wealth Management
South Carolina
$40.2M +$7.41M +126,949 +23%
RCA
183
Resonant Capital Advisors
Wisconsin
$40.2M +$1.37M +23,543 +4%
CTA
184
Chesley Taft & Associates
Illinois
$40.1M +$272K +4,661 +0.7%
HW
185
Hancock Whitney
Mississippi
$40M +$6.84M +117,259 +21%
GL
186
Graypoint LLC
New York
$39.7M +$2.44M +41,738 +7%
Kovitz Investment Group Partners
187
Kovitz Investment Group Partners
Illinois
$39.6M +$1.23M +21,132 +3%
EWM
188
Evermay Wealth Management
Virginia
$39.6M -$757K -12,977 -2%
AWS
189
Atria Wealth Solutions
New York
$39.4M -$321K -5,508 -0.8%
IB
190
Intrust Bank
Kansas
$38.8M +$2.54M +43,564 +7%
Fiera Capital (Canada)
191
Fiera Capital (Canada)
Quebec, Canada
$38.8M -$1.69M -29,016 -4%
BNP Paribas Financial Markets
192
BNP Paribas Financial Markets
France
$38.7M -$48.9M -837,999 -56%
BB
193
Bell Bank
North Dakota
$38.6M +$38.6M +662,366 New
FBB
194
Fulton Breakefield Broenniman
Maryland
$38.6M +$2.2M +37,686 +6%
BCWM
195
Bartlett & Co Wealth Management
Ohio
$38.2M +$2.66M +45,640 +7%
NFG
196
Nadler Financial Group
Illinois
$38.2M +$74.2K +1,271 +0.2%
AAS
197
Avantax Advisory Services
Texas
$37.5M +$1.25M +21,346 +3%
FWA
198
FORM Wealth Advisors
Wisconsin
$37.2M +$37.2M +638,284 New
NEPPG
199
New England Professional Planning Group
Rhode Island
$37.1M +$1.13M +19,296 +3%
SFS
200
Summit Financial Strategies
Ohio
$36.9M +$1.41M +24,134 +4%
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