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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 %
AFO
651
Arrowroot Family Office
California
$6.89M +$6.89M +111,090 New
TDWM
652
Topel & Distasi Wealth Management
California
$6.82M -$705K -11,368 -9%
PFA
653
Pettinga Financial Advisors
Indiana
$6.79M +$5.95K +96 +0.1%
BOJHT
654
Bank of Jackson Hole Trust
Wyoming
$6.79M +$774K +12,475 +13%
VFPW
655
Vantage Financial Partners (Wisconsin)
Wisconsin
$6.78M -$8.05M -129,749 -54%
LT
656
Legacy Trust
Michigan
$6.76M +$14.5K +233 +0.2%
GWM
657
Global Wealth Management
New Jersey
$6.75M -$526K -8,258 -7%
HLCM
658
Hi-Line Capital Management
South Dakota
$6.75M +$991K +15,983 +17%
RIA
659
Regal Investment Advisors
Michigan
$6.73M +$466K +7,508 +7%
P
660
Pitcairn
Pennsylvania
$6.72M -$27.3K -440 -0.4%
FFO
661
Fortitude Family Office
Arizona
$6.72M +$3.55M +57,200 +112%
AFP
662
Alpha Financial Partners
Kentucky
$6.71M +$55.6K +896 +0.8%
WIA
663
World Investment Advisors
California
$6.71M -$65.9K -1,062 -1%
AFS
664
AFG Fiduciary Services
Massachusetts
$6.67M -$23.5K -375 -0.4%
DWT
665
Dorsey & Whitney Trust
South Dakota
$6.66M -$1.72M -27,714 -21%
ANBT
666
American National Bank & Trust
Texas
$6.66M -$141K -2,273 -2%
FC
667
Financial Council
Maryland
$6.66M +$21.2K +342 +0.3%
CFS
668
CGC Financial Services
Oregon
$6.65M +$289K +4,662 +5%
SSWM
669
Sheets Smith Wealth Management
North Carolina
$6.65M +$62 +1 +0%
EWM
670
EPG Wealth Management
Georgia
$6.64M +$4.71K +76 +0.1%
BB
671
Busey Bank
Illinois
$6.63M +$35.7K +576 +0.5%
B
672
Birchbrook
Maine
$6.62M +$716K +11,548 +12%
TCG
673
Transcendent Capital Group
Oklahoma
$6.59M +$107K +1,731 +2%
SIC
674
Sterling Investment Counsel
New York
$6.57M -$4.6M -74,189 -41%
CHC
675
City Holding Co
West Virginia
$6.57M +$275K +4,430 +4%
25 26
27
28 29