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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 %
CG
726
Curat Global
New Hampshire
$5.51M +$2.75M +44,265 +99%
HCM
727
Hengehold Capital Management
Ohio
$5.51M -$435K -7,017 -7%
CCA
728
Coign Capital Advisors
Utah
$5.48M +$557K +8,979 +11%
SPF
729
South Plains Financial
Texas
$5.47M +$16.7K +270 +0.3%
AWM
730
Accurate Wealth Management
Florida
$5.45M +$199K +3,108 +4%
ECM
731
Exchange Capital Management
Michigan
$5.45M -$406K -6,549 -7%
I
732
InvesTrust
Oklahoma
$5.44M -$222K -3,577 -4%
FGWP
733
Founders Grove Wealth Partners
Virginia
$5.43M +$24.7K +399 +0.5%
CWM
734
Cornerstone Wealth Management
Missouri
$5.4M -$2.85K -46 -0.1%
JCM
735
Jacobi Capital Management
Pennsylvania
$5.4M +$195K +3,139 +4%
Neuberger Berman Group
736
Neuberger Berman Group
New York
$5.39M +$291K +4,686 +6%
PWA
737
Provenance Wealth Advisors
Florida
$5.36M -$248K -4,002 -4%
GSB
738
Greenfield Savings Bank
Massachusetts
$5.36M +$148K +2,387 +3%
MCC
739
Money Concepts Capital
Florida
$5.33M +$182K +2,935 +4%
HP
740
Hilltop Partners
Indiana
$5.31M +$349K +5,628 +7%
BFIM
741
Beese Fulmer Investment Management
Ohio
$5.3M +$5.3M +85,510 New
RIG
742
RiverFront Investment Group
Virginia
$5.29M -$29.7M -478,174 -85%
RA
743
RoundAngle Advisors
New Jersey
$5.28M -$197K -3,183 -4%
ACM
744
Armbruster Capital Management
New York
$5.26M +$48.1K +775 +0.9%
MWA
745
Muirfield Wealth Advisors
North Carolina
$5.26M +$75.1K +1,211 +1%
BFS
746
Bradley Foster & Sargent
Connecticut
$5.2M +$1.72M +27,704 +49%
MCCP
747
Mission Creek Capital Partners
California
$5.17M -$566K -9,130 -10%
FTS
748
Fifth Third Securities
Ohio
$5.16M -$991K -15,973 -16%
GWM
749
GSB Wealth Management
Connecticut
$5.15M -$238K -3,836 -4%
CTC
750
Central Trust Company
Missouri
$5.14M -$20.3K -328 -0.4%
28 29
30
31 32