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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 %
CIM
351
CIM Investment Management
Pennsylvania
$17.7M -$18.3M -295,065 -51%
ACGA
352
Atlanta Consulting Group Advisors
Georgia
$17.7M +$349K +5,620 +2%
PAS
353
Park Avenue Securities
New York
$17.7M +$2.32M +37,346 +15%
IF
354
Ironwood Financial
Arizona
$17.7M – – –
Principal Financial Group
355
Principal Financial Group
Iowa
$17.7M -$2.01M -32,376 -10%
CRC
356
Curi RMB Capital
Illinois
$17.6M +$3.61M +58,171 +26%
APW
357
Acima Private Wealth
Virginia
$17.5M +$1.46M +23,503 +9%
AWM
358
Avondale Wealth Management
Texas
$17.4M +$598K +9,635 +4%
BBHC
359
Brown Brothers Harriman & Co
New York
$17.4M +$338K +5,450 +2%
AEPWM
360
Atlantic Edge Private Wealth Management
Florida
$17.4M -$4.19M -67,479 -19%
SB
361
Simmons Bank
Arkansas
$17.3M -$581K -9,375 -3%
MM
362
Meridian Management
Arkansas
$17.2M +$6.32M +100,209 +58%
JWBC
363
J.W. Burns & Co
New York
$17.2M +$57.7K +931 +0.3%
FNT
364
First National Trust
Pennsylvania
$17.1M -$705K -11,370 -4%
MMA
365
Miracle Mile Advisors
California
$17.1M +$11.3M +181,987 +194%
NA
366
Nottingham Advisors
New York
$17M -$1.21M -19,437 -7%
CFIA
367
Cantor Fitzgerald Investment Advisors
New York
$17M -$196K -3,157 -1%
AMG
368
Asset Management Group
Connecticut
$17M +$296K +4,772 +2%
MSA
369
Marino Stram & Associates
Massachusetts
$16.7M -$182K -2,938 -1%
AWS
370
Atria Wealth Solutions
New York
$16.6M -$25.8M -410,133 -61%
HAS
371
Holland Advisory Services
Florida
$16.5M -$53.8K -867 -0.3%
TCWA
372
Turtle Creek Wealth Advisors
Texas
$16.5M +$56.1K +905 +0.3%
KLI
373
Kelman-Lazarov Inc
Tennessee
$16.3M +$513K +8,265 +3%
LPAM
374
Lodestar Private Asset Management
California
$16.1M -$41.6K -671 -0.3%
CNC
375
Citizens & Northern Corp
Pennsylvania
$16M -$1.98M -31,928 -11%
13 14
15
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