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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 %
RWMH
451
Riverpoint Wealth Management Holdings
Illinois
$12.4M +$60.8K +980 +0.5%
LHC
452
Little House Capital
Massachusetts
$12.3M +$160K +2,572 +1%
KFP
453
KMG Fiduciary Partners
Ohio
$12.2M +$461K +7,426 +4%
NYLIM
454
New York Life Investment Management
New York
$12.2M -$13.8M -223,135 -53%
SAG
455
SageView Advisory Group
California
$12.2M -$553K -8,617 -4%
JWCA
456
J.W. Cole Advisors
Florida
$12.2M +$2.62M +42,188 +27%
PBF
457
Petix & Botte Financial
California
$12.1M -$508K -8,188 -4%
HFS
458
Hopwood Financial Services
Virginia
$12.1M +$391K +6,308 +3%
IA
459
IFP Advisors
Florida
$12.1M +$1.97M +31,790 +20%
TCM
460
Towercrest Capital Management
Pennsylvania
$12M +$848K +13,667 +8%
WPW
461
Waldron Private Wealth
Pennsylvania
$12M -$263K -4,241 -2%
PCP
462
Panoramic Capital Partners
Oregon
$12M +$2.09M +32,760 +21%
IWMA
463
Ironwood Wealth Management (Arizona)
Arizona
$12M -$2.34M -37,770 -16%
FWM
464
FFT Wealth Management
Pennsylvania
$12M -$2.68M -42,922 -18%
BCI
465
Brinker Capital Investments
Pennsylvania
$11.9M -$1.19M -19,230 -9%
FW
466
Fairway Wealth
Ohio
$11.9M +$246K +3,959 +2%
CICC
467
Capital Investment Counsel (Colorado)
Colorado
$11.9M -$388K -6,253 -3%
KPWG
468
KFA Private Wealth Group
Virginia
$11.8M +$44.3K +714 +0.4%
GA
469
GFS Advisors
Texas
$11.8M -$106K -1,715 -0.9%
MWP
470
Madison Wealth Partners
Wisconsin
$11.8M +$21K +338 +0.2%
HR
471
Hardy Reed
Mississippi
$11.8M -$11.1K -179 -0.1%
LCOV
472
London Company of Virginia
Virginia
$11.7M -$9.94M -160,348 -46%
CFB
473
Cullen/Frost Bankers
Texas
$11.6M +$3.25M +52,469 +39%
CAL
474
Capital Analysts LLC
Pennsylvania
$11.5M +$5.26M +84,804 +84%
CIA
475
Choate Investment Advisors
Massachusetts
$11.5M +$423K +6,827 +4%
17 18
19
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