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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 %
NAG
2101
Northstar Advisory Group
New Jersey
$232K -$100K -1,715 -30%
CF
2102
Claris Financial
Virginia
$232K – – –
DPW
2103
DiNuzzo Private Wealth
Pennsylvania
$231K – – –
SWRP
2104
Summit Wealth & Retirement Planning
California
$231K – – –
AC
2105
Asio Capital
Kentucky
$231K +$231K +3,955 New
ML
2106
McAdam LLC
Pennsylvania
$230K +$230K +3,941 New
FDS
2107
Freedom Day Solutions
Texas
$230K +$11.1K +190 +5%
IIA
2108
Integral Investment Advisors
California
$229K -$24.2K -415 -10%
IFS
2109
Ifrah Financial Services
Arkansas
$228K -$175 -3 -0.1%
JSA
2110
Jim Saulnier & Associates
Colorado
$228K – – –
MPW
2111
Magnolia Private Wealth
Pennsylvania
$228K – – –
HWA
2112
Heartwood Wealth Advisors
Virginia
$227K +$25.1K +431 +12%
FWM
2113
Focused Wealth Management
New York
$227K +$467 +8 +0.2%
BA
2114
Bridgewater Advisors
New York
$226K +$226K +3,958 New
SCA
2115
Stonebridge Capital Advisors
Minnesota
$226K -$13.7K -235 -6%
TBNY
2116
Trustco Bank (New York)
New York
$226K – – –
LSL
2117
Legacy Solutions LLC
Pennsylvania
$226K +$2.33K +40 +1%
MSWMA
2118
Market Street Wealth Management Advisors
Indiana
$226K -$28.5K -489 -11%
CWS
2119
Cypress Wealth Services
California
$226K – – –
SWG
2120
Summit Wealth Group
Vermont
$225K – – –
MCA
2121
Midwest Capital Advisors
Michigan
$225K – – –
DA
2122
Detalus Advisors
Missouri
$224K -$33.6K -576 -13%
LWM
2123
Liberty Wealth Management
California
$224K -$4.61K -79 -2%
FCM
2124
Fortis Capital Management
Washington
$224K +$1.87K +32 +0.8%
PFA
2125
Pathway Financial Advisors
Vermont
$224K +$224K +3,838 New
83 84
85
86 87