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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 %
Envestnet Portfolio Solutions
201
Envestnet Portfolio Solutions
Illinois
$36.7M +$605K +10,372 +2%
SWA
202
Sax Wealth Advisors
New Jersey
$36.5M +$307K +5,267 +0.8%
Lazard Asset Management
203
Lazard Asset Management
New York
$36.2M -$456K -7,812 -1%
OC
204
Oppenheimer & Co
New York
$36M +$3.76M +64,413 +12%
LBC
205
Lowe Brockenbrough & Co
Virginia
$35.9M -$738K -12,644 -2%
ETS
206
ESL Trust Services
New York
$35.8M +$84.3K +1,445 +0.2%
Thrivent Financial for Lutherans
207
Thrivent Financial for Lutherans
Minnesota
$35.6M +$944K +15,541 +3%
JIC
208
Johnson Investment Counsel
Ohio
$35.4M -$314K -5,374 -0.9%
VFA
209
Voya Financial Advisors
Connecticut
$35.1M -$3.25M -55,800 -8%
CIM
210
CIM Investment Management
Pennsylvania
$35M +$17.6M +291,420 +101%
WHG
211
Westwood Holdings Group
Texas
$34.5M +$7.98M +136,743 +30%
AF
212
Allworth Financial
California
$34.2M +$4.35M +76,543 +15%
BFA
213
Beaumont Financial Advisors
Massachusetts
$33.9M +$316K +5,416 +0.9%
Natixis Advisors
214
Natixis Advisors
Massachusetts
$33.7M +$2.26M +38,659 +7%
FNBT
215
FineMark National Bank & Trust
Florida
$33.5M -$2.27M -38,981 -6%
IWC
216
Integrated Wealth Concepts
Massachusetts
$33.4M -$27.4M -469,127 -45%
CWA
217
CJM Wealth Advisers
Virginia
$33.1M +$427K +7,320 +1%
RIG
218
RiverFront Investment Group
Virginia
$32.9M +$6.89M +118,122 +27%
Citigroup
219
Citigroup
New York
$32.6M +$562K +9,632 +2%
NC
220
NewSquare Capital
Pennsylvania
$32.6M +$1.1M +18,837 +3%
DT
221
Diversified Trust
Tennessee
$32.3M +$1.98K +34 +0%
HI
222
Hudock Inc
Pennsylvania
$31.6M +$5.43K +93 +0%
Barclays
223
Barclays
United Kingdom
$30.8M +$30.6M +523,698 +12,883%
GG
224
Greenwood Gearhart
Arkansas
$30.5M +$3.66M +62,788 +14%
CIA
225
Capital Investment Advisors
Georgia
$30.5M +$331K +5,665 +1%
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