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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 %
FOA
2451
Five Oceans Advisors
California
– -$277K -4,450 Closed
DWA
2452
Douglass Winthrop Advisors
New York
– -$268K -4,295 Closed
VP
2453
Verum Partners
North Carolina
– -$267K -4,289 Closed
FF
2454
Francis Financial
– -$265K -4,249 Closed
ODG
2455
O'Dell Group
Ohio
– -$259K -4,155 Closed
SFS
2456
Symphony Financial Services
Ohio
– -$250K -4,006 Closed
SFM
2457
Signet Financial Management
New Jersey
– -$248K -3,986 Closed
SGWM
2458
Sterling Group Wealth Management
California
– -$234K -3,749 Closed
MAP
2459
Moody Aldrich Partners
Massachusetts
– -$232K -3,725 Closed
RWA
2460
Roberts Wealth Advisors
California
– -$235K -3,675 Closed
FLA
2461
Financial Life Advisors
Texas
– -$229K -3,672 Closed
Select Equity Group
2462
Select Equity Group
New York
– -$227K -3,641 Closed
SCP
2463
Shorepoint Capital Partners
Massachusetts
– -$226K -3,632 Closed
FFG
2464
Fiduciary Financial Group
California
– -$222K -3,591 Closed
SWIG
2465
Strategic Wealth Investment Group
Kentucky
– -$218K -3,506 Closed
AMIM
2466
Aull & Monroe Investment Management
Alabama
– -$218K -3,500 Closed
PHAM
2467
Palisades Hudson Asset Management
Florida
– -$212K -3,405 Closed
LS
2468
Leelyn Smith
Illinois
– -$212K -3,402 Closed
AUB
2469
Atlantic Union Bankshares
Virginia
– -$211K -3,380 Closed
AA
2470
ACT Advisors
North Carolina
– -$210K -3,368 Closed
CIP
2471
Capital Insight Partners
Arizona
– -$210K -3,365 Closed
CWP
2472
Cyndeo Wealth Partners
Florida
– -$209K -3,352 Closed
WIC
2473
Wilkins Investment Counsel
Massachusetts
– -$209K -3,350 Closed
FVCM
2474
F&V Capital Management
Florida
– -$209K -3,350 Closed
SFP
2475
Strategic Financial Planning
Texas
– -$208K -3,339 Closed
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99
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