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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 %
MWM
576
Mascoma Wealth Management
New Hampshire
$8.38M +$11.5K +186 +0.1%
NHT
577
New Hampshire Trust
New Hampshire
$8.37M -$79.1K -1,275 -0.9%
SLT
578
St Louis Trust
Missouri
$8.36M – – –
MYIA
579
Mount Yale Investment Advisors
Colorado
$8.32M +$813K +13,113 +11%
CWA
580
Clarus Wealth Advisors
Arizona
$8.29M +$349K +5,503 +4%
CNBTD
581
Citizens National Bank Trust Department
Mississippi
$8.29M +$184K +2,966 +2%
SAM
582
Smithbridge Asset Management
Pennsylvania
$8.25M +$3.99M +64,369 +94%
OWM
583
Opes Wealth Management
California
$8.25M +$1.32M +21,329 +19%
LGA
584
Lebenthal Global Advisors
New York
$8.25M +$119K +1,919 +1%
EB
585
Eastern Bank
Massachusetts
$8.25M -$244K -3,933 -3%
MF
586
Montis Financial
Massachusetts
$8.23M +$74.4K +1,200 +0.9%
VBFG
587
Vishria Bird Financial Group
Tennessee
$8.2M -$25.3K -408 -0.3%
RIA
588
Richwood Investment Advisors
Ohio
$8.2M -$43.8K -707 -0.5%
MIM
589
MetLife Investment Management
New Jersey
$8.19M -$68.8K -1,110 -0.8%
RFG
590
RFP Financial Group
Georgia
$8.19M +$57.2K +922 +0.7%
EIA
591
Eldridge Investment Advisors
New Hampshire
$8.18M -$41.9K -675 -0.5%
GIA
592
GHP Investment Advisors
Colorado
$8.17M -$17K -274 -0.2%
EW
593
Elyxium Wealth
California
$8.16M -$447K -7,205 -5%
AIMC
594
Alley Investment Management Company
Illinois
$8M +$9.43K +152 +0.1%
ACA
595
Affinity Capital Advisors
California
$7.99M -$34.2K -552 -0.4%
AA
596
Advisory Alpha
Michigan
$7.95M -$387K -6,245 -5%
WS
597
Wela Strategies
Georgia
$7.93M +$187K +3,014 +2%
SWA
598
Stratos Wealth Advisors
Ohio
$7.91M -$181K -2,919 -2%
VRM
599
Vectors Research Management
New York
$7.88M -$108K -1,739 -1%
ZIM
600
Zacks Investment Management
Illinois
$7.87M -$1.45M -23,399 -16%
22 23
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