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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 %
TCBWMS
301
Texas Capital Bank Wealth Management Services
Texas
$21.6M +$244K +3,940 +1%
SWA
302
Serenus Wealth Advisors
California
$21.5M -$4.15M -66,919 -16%
AWM
303
Altus Wealth Management
Kentucky
$21.5M -$131K -2,108 -0.6%
GIM
304
Glenmede Investment Management
Pennsylvania
$21.3M +$21.3M +343,568 New
NRI
305
NFP Retirement Inc
California
$21.3M -$1.37M -22,072 -6%
PFA
306
Presper Financial Architects
Ohio
$21.3M +$21.3M +342,735 New
ABWM
307
Alpine Bank Wealth Management
Colorado
$21.2M +$256K +4,120 +1%
TCOV
308
Trust Company of Vermont
Vermont
$21M -$68K -1,097 -0.3%
BFG
309
Bleakley Financial Group
New Jersey
$20.9M +$17M +273,536 +429%
AGA
310
Arkos Global Advisors
Texas
$20.8M +$1.39M +22,401 +7%
VAS
311
Vestmark Advisory Solutions
Massachusetts
$20.7M +$18.5M +298,605 +859%
CWMK
312
Caliber Wealth Management (Kansas)
Kansas
$20.6M +$2.22M +35,832 +12%
CI
313
Conning Inc
Connecticut
$20.5M – – –
PAS
314
Professional Advisory Services
Florida
$20.2M +$121K +1,953 +0.6%
OGF
315
Orin Green Financial
California
$20.1M +$322K +5,188 +2%
GSWM
316
Greenup Street Wealth Management
Michigan
$20M +$1.14M +18,326 +6%
ASN
317
Advisory Services Network
Georgia
$19.8M -$7.16M -113,666 -27%
PAM
318
Peninsula Asset Management
Florida
$19.8M -$28.5K -460 -0.1%
DAS
319
Dynamic Advisor Solutions
Arizona
$19.6M +$488K +7,861 +3%
CIAS
320
CFS Investment Advisory Services
New Jersey
$19.6M -$244K -3,942 -1%
4WM
321
49 Wealth Management
Texas
$19.6M +$2.76M +44,504 +16%
VFIC
322
Valley Forge Investment Consultants
Pennsylvania
$19.5M +$215K +3,468 +1%
PWMAG
323
Pinnacle Wealth Management Advisory Group
New Jersey
$19.5M +$1.07M +17,303 +6%
Allspring Global Investments
324
Allspring Global Investments
North Carolina
$19.5M – – –
JA
325
JVL Associates
Michigan
$19.4M -$1.77M -28,467 -8%
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