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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 %
LPFG
501
Landing Point Financial Group
Ohio
$10.7M +$243K +3,918 +2%
PAG
502
Private Advisory Group
Washington
$10.6M +$10.6M +171,698 New
AF
503
Affiance Financial
Minnesota
$10.6M -$296K -4,769 -3%
CB
504
Commerce Bank
Missouri
$10.5M -$341K -5,506 -3%
FCBT
505
First Citizens Bank & Trust
North Carolina
$10.5M +$486K +7,842 +5%
MHC
506
May Hill Capital
Massachusetts
$10.5M -$1.31M -21,195 -11%
AAS
507
Asset Allocation Strategies
Michigan
$10.5M +$1.42M +22,963 +16%
JF
508
JSF Financial
California
$10.5M +$715K +11,523 +7%
PWM
509
Partnership Wealth Management
Maryland
$10.5M -$248K -4,004 -2%
RFO
510
RiverGlades Family Offices
Florida
$10.4M +$105K +1,700 +1%
CCB
511
Country Club Bank
Missouri
$10.4M +$144K +2,327 +1%
CAC
512
Certified Advisory Corp
Florida
$10.2M -$256K -4,132 -2%
AFS
513
Aft Forsyth & Sober
Florida
$10.1M +$31K +500 +0.3%
SFI
514
SPC Financial Inc
Maryland
$10.1M +$759K +12,244 +8%
CB
515
Community Bank
New York
$10.1M -$4.9K -79 -0%
Vanguard Group
516
Vanguard Group
Pennsylvania
$10M +$117K +1,883 +1%
IA
517
IFS Advisors
Kansas
$9.96M +$3.06M +49,305 +44%
EIP
518
Ellis Investment Partners
Pennsylvania
$9.88M +$43.5K +701 +0.4%
EFS
519
Econ Financial Services
Pennsylvania
$9.86M +$698K +11,262 +8%
EWM
520
Evercore Wealth Management
New York
$9.85M -$2.48K -40 -0%
USB
521
Union Savings Bank
Connecticut
$9.82M -$181K -2,875 -2%
HAC
522
Harbor Advisory Corp
New Hampshire
$9.81M +$260K +4,187 +3%
RWS
523
Rochester Wealth Strategies
Michigan
$9.79M +$1.03M +16,660 +12%
ABC
524
Associated Banc-Corp
Wisconsin
$9.77M +$30.6K +494 +0.3%
PIAS
525
PCA Investment Advisory Services
Ohio
$9.75M +$1.44M +23,277 +17%
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