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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 %
EBT
326
Enterprise Bank & Trust
Massachusetts
$19.3M -$1.82M -29,304 -9%
Brown Advisory
327
Brown Advisory
Maryland
$19.1M +$1.37M +22,017 +8%
DFA
328
DHJJ Financial Advisors
Illinois
$19M +$1.24K +20 +0%
PAS
329
PKS Advisory Services
New York
$18.9M +$71.5K +1,153 +0.4%
HTIM
330
Harbour Trust & Investment Management
Indiana
$18.9M +$226K +3,645 +1%
LA
331
Lynch & Associates
Indiana
$18.9M +$350K +5,643 +2%
MWM
332
Marietta Wealth Management
Georgia
$18.8M +$182K +2,931 +1%
PWM
333
Perigon Wealth Management
California
$18.7M -$1.63M -26,244 -8%
PPW
334
PACK Private Wealth
Minnesota
$18.7M +$1.48M +23,930 +9%
IW
335
Instrumental Wealth
Florida
$18.7M +$1.11M +17,687 +6%
CA
336
Cambridge Advisors
Nebraska
$18.6M +$2.08M +33,527 +13%
SIA
337
Soltis Investment Advisors
Utah
$18.6M +$136K +2,196 +0.7%
WH
338
Whitcomb & Hess
Ohio
$18.5M +$303K +4,890 +2%
NOI
339
Newton One Investments
Delaware
$18.5M +$1.12M +18,018 +6%
FWA
340
FSM Wealth Advisors
Ohio
$18.4M +$1.78M +28,206 +11%
1SB
341
1ST Source Bank
Indiana
$18.4M +$1.6M +25,753 +10%
LIM
342
Leavell Investment Management
Alabama
$18.3M +$521K +8,401 +3%
CGA
343
Crescent Grove Advisors
Illinois
$18.3M +$368K +5,937 +2%
MA
344
Montag & Associates
Georgia
$18.2M -$2.25M -36,358 -11%
ST
345
Smithfield Trust
Pennsylvania
$18.2M -$559K -9,009 -3%
CA
346
Centerpoint Advisors
Massachusetts
$18.2M +$129K +2,077 +0.7%
RWP
347
RWA Wealth Partners
Massachusetts
$18.1M +$5.11M +82,414 +39%
TCA
348
Trifecta Capital Advisors
Illinois
$18M +$27.7K +447 +0.2%
ONB
349
Old National Bancorp
Indiana
$17.9M +$10.6M +170,894 +145%
MAM
350
Madison Asset Management
Wisconsin
$17.9M -$1.93M -31,100 -10%
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