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iShares Core S&P Mid-Cap ETF
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Overview Fund Activity

2,377 hedge funds and large institutions have $75B invested in iShares Core S&P Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 947 increasing their positions, 975 reducing their positions, and 89 closing their positions.

Holders
2,377
Holders Change
-16
Holders Change %
-0.67%
% of All Funds
31.92%
Holding in Top 10
352
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-3.3%
% of All Funds
4.73%
New
135
Increased
947
Reduced
975
Closed
89
Calls
$22.2M
Puts
$2.93M
Net Calls
+$19.3M
Net Calls Change
-$4.64M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.67B
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$7.44B
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.65B
4
AUB
4
Atlantic Union Bankshares
Virginia
$154M
5
RFC
5
Regions Financial Corp
Alabama
$565M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.08B
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$633M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.27B
4
AG
4
AlTi Global
New York
$162M
5
CAM
5
Cresset Asset Management
Illinois
$131M
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$7.44B 119,891,228 +5,810,344 +5%
Bank of America
2
Bank of America
North Carolina
$4.21B 67,880,608 -1,576,700 -2%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$3.72B 59,972,950 +571,850 +1%
Wells Fargo
4
Wells Fargo
California
$3.11B 50,077,411 -133,180 -0.3%
Raymond James Financial
5
Raymond James Financial
Florida
$2.4B 38,719,798 +1,122,461 +3%
Morgan Stanley
6
Morgan Stanley
New York
$2.29B 36,956,707 +36,351 +0.1%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$2.27B 36,672,022 -4,229,372 -10%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$2.14B 34,572,306 +516,089 +2%
Goldman Sachs
9
Goldman Sachs
New York
$1.67B 26,883,799 +8,902,270 +50%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.65B 26,588,226 +3,539,210 +15%
LPL Financial
11
LPL Financial
California
$1.61B 25,959,512 +867,800 +3%
BlackRock
12
BlackRock
New York
$1.59B 25,581,794 +797,396 +3%
Northern Trust
13
Northern Trust
Illinois
$1.41B 22,692,318 -192,871 -0.8%
UBS Group
14
UBS Group
Switzerland
$1.39B 22,366,581 -740,915 -3%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$1.08B 17,411,049 -12,778,343 -42%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$968M 15,612,577 -166,907 -1%
FCAS
17
First Command Advisory Services
Texas
$956M 15,412,835 +250,966 +2%
WANY
18
Wealthspire Advisors (New York)
New York
$919M 14,821,322 -658,716 -4%
Mariner
19
Mariner
Kansas
$866M 13,961,480 +282,615 +2%
AA
20
Acorns Advisers
California
$778M 12,540,574 +1,356,941 +12%
NMIMC
21
Northwestern Mutual Investment Management Company
Wisconsin
$639M 10,305,199 +187,938 +2%
Corient Private Wealth
22
Corient Private Wealth
Florida
$633M 2,676,479 -2,242,806 -46%
Ameriprise
23
Ameriprise
Minnesota
$610M 9,844,405 +1,283,662 +15%
RFC
24
Regions Financial Corp
Alabama
$565M 9,107,538 +1,854,733 +26%
KeyBank National Association
25
KeyBank National Association
Ohio
$561M 9,041,121 -77,089 -0.8%
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