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iShares Core S&P Mid-Cap ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$6.66B +$199M +3,403,689 +3%
Bank of America
2
Bank of America
North Carolina
$4.05B +$97.4M +1,669,430 +2%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$3.47B +$433M +7,414,265 +14%
Wells Fargo
4
Wells Fargo
California
$2.93B -$60.5M -1,037,373 -2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.39B -$283M -4,852,088 -11%
Raymond James Financial
6
Raymond James Financial
Florida
$2.19B +$117M +1,998,826 +6%
Morgan Stanley
7
Morgan Stanley
New York
$2.15B +$54.1M +926,769 +3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.99B +$329M +5,645,200 +20%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$1.76B -$512M -8,771,736 -23%
LPL Financial
10
LPL Financial
California
$1.46B -$1.02B -17,458,599 -41%
BlackRock
11
BlackRock
New York
$1.45B +$6.52M +111,751 +0.5%
UBS Group
12
UBS Group
Switzerland
$1.35B -$37M -633,452 -3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.34B -$156M -2,678,176 -10%
Northern Trust
14
Northern Trust
Illinois
$1.34B +$93.5M +1,602,288 +8%
Goldman Sachs
15
Goldman Sachs
New York
$1.05B +$33.8M +580,036 +3%
FCAS
16
First Command Advisory Services
Texas
$932M +$265M +4,306,550 +40%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$921M -$47.4M -811,875 -5%
WANY
18
Wealthspire Advisors (New York)
New York
$903M +$459M +7,873,056 +103%
Mariner
19
Mariner
Kansas
$798M +$49.9M +854,607 +7%
AA
20
Acorns Advisers
California
$653M +$26.7M +457,152 +4%
NMIMC
21
Northwestern Mutual Investment Management Company
Wisconsin
$590M +$305M +5,224,755 +107%
Truist Financial
22
Truist Financial
North Carolina
$585M +$40.4M +692,022 +7%
KeyBank National Association
23
KeyBank National Association
Ohio
$532M -$7.11M -121,897 -1%
MRC
24
Millburn Ridgefield Corp
New York
$521M +$49.4M +846,406 +10%
CCA
25
Catalyst Capital Advisors
New York
$521M +$49.4M +846,406 +10%