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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 %
SF
751
Slagle Financial
Illinois
$5.14M +$5.14M +82,831 New
FMC
752
First Merchants Corp
Indiana
$5.13M +$20.6K +332 +0.4%
CWM
753
Cranbrook Wealth Management
Michigan
$5.13M -$37.1K -598 -0.7%
VVP
754
Venture Visionary Partners
Ohio
$5.11M +$137K +2,204 +3%
BRWA
755
B. Riley Wealth Advisors
Florida
$5.1M +$5.1M +82,294 New
MC
756
Middleton & Co
Massachusetts
$5.1M -$267K -4,300 -5%
KWM
757
Kaydan Wealth Management
Michigan
$5.09M +$828K +13,343 +19%
FA
758
FC Advisory
Pennsylvania
$5.08M +$364K +5,874 +8%
CFO
759
Colony Family Offices
North Carolina
$5.08M +$2.75M +44,266 +118%
GDP
760
Great Diamond Partners
Maine
$5.07M +$496K +7,991 +11%
SFA
761
Souders Financial Advisors
Ohio
$5.07M +$227K +3,667 +5%
AWMG
762
Alliance Wealth Management Group
New Jersey
$5.05M +$259K +4,183 +5%
HNB
763
Hilltop National Bank
Wyoming
$5.01M +$5.01M +80,845 New
MPPLM
764
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$5M -$7.19K -116 -0.1%
CT
765
Colonial Trust
South Carolina
$5M -$109K -1,759 -2%
PTC
766
Private Trust Company
Ohio
$4.99M -$104K -1,673 -2%
HH
767
Hilltop Holdings
Texas
$4.98M +$180K +2,909 +4%
American Century Companies
768
American Century Companies
Missouri
$4.97M -$1.12M -18,100 -18%
CWM
769
Castle Wealth Management
Florida
$4.93M -$297K -4,786 -6%
MWA
770
Merkkuri Wealth Advisors
New York
$4.92M +$674K +10,866 +16%
TL
771
Tradewinds LLC
North Carolina
$4.92M +$4.52M +72,842 +1,128%
BC
772
Bricktown Capital
Michigan
$4.9M – – –
SFMG
773
Sage Financial Management Group
Virginia
$4.89M -$756K -12,192 -13%
TCA
774
Transcend Capital Advisors
New Jersey
$4.87M +$241K +3,887 +5%
CW
775
CreativeOne Wealth
Kansas
$4.86M +$295K +4,759 +6%
29 30
31
32 33