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iShares Core S&P Mid-Cap ETF
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Overview Fund Activity

2,388 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, 982 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,388
Holders Change
-3
Holders Change %
-0.13%
% 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
4.74%
New
135
Increased
949
Reduced
982
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 %
ECM
701
Evergreen Capital Management
Washington
$6.05M +$568K +9,158 +10%
RG
702
Rathbones Group
United Kingdom
$6.04M +$573K +9,240 +10%
FFWA
703
FRG Family Wealth Advisors
Washington
$5.98M -$279K -4,500 -4%
BFA
704
Bright Financial Advisors
Michigan
$5.97M +$611K +9,848 +11%
QFA
705
Quattro Financial Advisors
Texas
$5.96M -$398K -6,423 -6%
CSP
706
Cary Street Partners
Virginia
$5.91M +$57.5K +927 +1%
AWMG
707
ADG Wealth Management Group
Louisiana
$5.9M -$1M -16,178 -15%
BA
708
Bellwether Advisors
Nebraska
$5.85M -$30.2K -487 -0.5%
AWC
709
Abundance Wealth Counselors
Pennsylvania
$5.83M -$85.9K -1,387 -1%
DAS
710
Diversify Advisory Services
Utah
$5.76M +$2.57M +40,289 +80%
AWM
711
Avior Wealth Management
Nebraska
$5.73M -$68.3K -1,102 -1%
GAA
712
Guardian Asset Advisors
Pennsylvania
$5.72M -$114K -1,835 -2%
HCM
713
Hicks Capital Management
Ohio
$5.72M -$1.59M -25,657 -22%
OSAM
714
O'Shaughnessy Asset Management
Connecticut
$5.72M +$262K +4,223 +5%
SS
715
Sound Stewardship
Kansas
$5.7M +$452K +7,285 +9%
LWMNY
716
Landmark Wealth Management (New York)
New York
$5.7M +$36.8K +593 +0.6%
SSW
717
Smith Shellnut Wilson
Mississippi
$5.68M -$968K -15,602 -15%
SCA
718
Sandy Cove Advisors
Massachusetts
$5.68M +$139K +2,235 +3%
FC
719
FCA Corp
Texas
$5.66M +$35.2K +568 +0.6%
IC
720
IEQ Capital
California
$5.65M +$669K +10,790 +13%
FF
721
Friedenthal Financial
New Jersey
$5.64M +$441K +7,105 +8%
BJL
722
Brighton Jones LLC
Washington
$5.63M +$469K +7,555 +9%
MBI
723
May Barnhard Investments
Maryland
$5.6M -$59.9K -965 -1%
SBH
724
Segall Bryant & Hamill
Illinois
$5.53M – – –
ODIJL
725
One Day In July LLC
Vermont
$5.52M -$2.68M -43,191 -33%
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