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

2,387 hedge funds and large institutions have $75.3B invested in iShares Core S&P Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 949 increasing their positions, 981 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,387
Holders Change
-4
Holders Change %
-0.17%
% of All Funds
32%
Holding in Top 10
354
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-2.75%
% of All Funds
4.75%
New
135
Increased
949
Reduced
981
Closed
89
Calls
$39.1M
Puts
$6.8M
Net Calls
+$32.3M
Net Calls Change
+$8.32M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$552M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$360M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$220M
4
AUB
Atlantic Union Bankshares
Virginia
+$154M
5
RFC
Regions Financial Corp
Alabama
+$115M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$793M
2
Corient Private Wealth
Corient Private Wealth
Florida
-$530M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$262M
4
HNB
Huntington National Bank
Ohio
-$260M
5
AG
AlTi Global
New York
-$225M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFA
276
West Financial Advisors
Iowa
$24.1M -$933K -15,047 -4%
JSW
277
Journey Strategic Wealth
New Jersey
$24M -$154K -2,478 -0.6%
KWMG
278
King Wealth Management Group
Florida
$23.9M +$8.99K +145 +0%
SF
279
Summit Financial
New Jersey
$23.8M -$469K -7,570 -2%
BWIA
280
Bryant Woods Investment Advisors
New York
$23.6M -$352K -5,677 -1%
SL
281
Salomon & Ludwin
Virginia
$23.6M -$904K -14,253 -4%
BSSFA
282
Baron Silver Stevens Financial Advisors
Florida
$23.4M -$721K -11,632 -3%
CT
283
Coastline Trust
Rhode Island
$23.3M +$1.72M +27,682 +8%
OIA
284
OneDigital Investment Advisors
Kansas
$23.3M -$913K -14,715 -4%
TCM
285
Twele Capital Management
Minnesota
$23.3M +$18K +290 +0.1%
ISB
286
Iowa State Bank
Iowa
$23.2M -$109K -1,761 -0.5%
DA
287
Drake & Associates
Wisconsin
$23.2M +$1.25M +20,115 +6%
VA
288
VestGen Advisors
Illinois
$23.2M -$503K -8,058 -2%
HW
289
HORAN Wealth
Ohio
$22.8M +$22.8M +367,493 New
KPWS
290
Kestra Private Wealth Services
Texas
$22.7M +$356K +5,745 +2%
TPCW
291
TD Private Client Wealth
New York
$22.4M -$836K -13,485 -4%
ATC
292
Argent Trust Co
Tennessee
$22.3M -$108K -1,736 -0.5%
SPC
293
Sigma Planning Corp
Michigan
$22.3M -$24.6K -396 -0.1%
NFT
294
Nan Fung Trinity
Hong Kong
$22.3M +$788K +12,700 +4%
AB
295
ANB Bank
Colorado
$22.2M -$243K -3,918 -1%
HG
296
Harbor Group
New Hampshire
$22.1M -$362K -5,838 -2%
MCWS
297
McKinley Carter Wealth Services
West Virginia
$22.1M -$305K -4,913 -1%
GT
298
Glenview Trust
Kentucky
$21.9M +$7.5K +121 +0%
PA
299
Pinnacle Associates
New York
$21.9M +$1.08M +17,355 +5%
HS
300
Horan Securities
United States
$21.7M -$240K -3,864 -1%
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