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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 %
NPT
2126
Nixon Peabody Trust
Massachusetts
$224K -$19.7K -338 -8%
WFA
2127
Wade Financial Advisory
California
$224K – – –
TNA
2128
True North Advisors
Texas
$223K +$223K +3,825 New
RCM
2129
RMR Capital Management
California
$221K – – –
FDCP
2130
Foster Dykema Cabot & Partners
Massachusetts
$219K – – –
SP
2131
Symmetry Partners
Connecticut
$219K -$32.5K -557 -13%
HCM
2132
Hall Capital Management
Rhode Island
$219K – – –
BL
2133
BFSG LLC
California
$219K +$7.41K +127 +4%
DP
2134
Denver PWM
Colorado
$218K +$584 +10 +0.3%
MAM
2135
Marquette Asset Management
Minnesota
$218K -$27.5K -471 -11%
GIM
2136
Gold Investment Management
Alberta, Canada
$217K – – –
MAM
2137
McLean Asset Management
Virginia
$217K +$51 +1 +0%
IWA
2138
Icon Wealth Advisors
Texas
$217K -$251K -4,301 -54%
TWM
2139
Topsail Wealth Management
North Carolina
$217K +$175 +3 +0.1%
MAG
2140
M3 Advisory Group
Massachusetts
$216K +$2.1K +36 +1%
CFG
2141
Clayton Financial Group
Missouri
$216K +$216K +3,699 New
BW
2142
Balance Wealth
Ohio
$215K +$215K +3,680 New
CPSAC
2143
Chas P. Smith & Associates (CPS)
Florida
$214K +$6.83K +117 +3%
ECA
2144
Elevated Capital Advisors
Utah
$213K -$29K -497 -12%
FFWA
2145
Forthright Family Wealth Advisory
Texas
$212K – – –
CAM
2146
Covenant Asset Management
New Jersey
$212K – – –
AP
2147
Adero Partners
California
$212K -$42K -719 -17%
BIM
2148
Baldwin Investment Management
Pennsylvania
$211K +$211K +3,620 New
APWA
2149
Atlas Private Wealth Advisors
New Jersey
$211K -$16.3K -279 -7%
MGIA
2150
Matthew Goff Investment Advisor
Texas
$211K -$1.11K -19 -0.5%
84 85
86
87 88