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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 %
BFA
801
Blueprint Financial Advisors
North Carolina
$4.57M +$4.57M +73,730 New
GF
802
Gries Financial
Ohio
$4.57M -$112K -1,801 -2%
G
803
GenTrust
Florida
$4.52M -$706K -11,382 -14%
SFG
804
Sather Financial Group
Texas
$4.52M – – –
CFS
805
CRA Financial Services
New Jersey
$4.49M -$386K -6,222 -8%
CAI
806
Capital Advisors Inc
Oklahoma
$4.47M -$166K -2,678 -4%
BIP
807
Blueprint Investment Partners
North Carolina
$4.46M +$4.46M +71,992 New
PAM
808
Palisade Asset Management
Minnesota
$4.46M +$180K +2,902 +4%
CF
809
Convergence Financial
Missouri
$4.46M -$162K -2,619 -4%
SFP
810
Sterling Financial Planning
New Jersey
$4.43M -$15.9K -257 -0.4%
MG
811
Mather Group
Illinois
$4.42M -$321K -5,168 -7%
PFG
812
Pacific Financial Group
Washington
$4.41M -$735K -11,846 -14%
VPP
813
Vertex Planning Partners
Illinois
$4.41M +$80K +1,290 +2%
HIMC
814
Heritage Investors Management Corp
Maryland
$4.4M +$56.3K +907 +1%
DL
815
DOHJ LLC
Washington
$4.39M -$194K -3,481 -4%
FPAS
816
Focus Partners Advisor Solutions
Missouri
$4.38M -$492K -7,935 -10%
AWM
817
Aprio Wealth Management
Georgia
$4.38M -$15.8K -255 -0.4%
BSTWA
818
Blake Schutter Theil Wealth Advisors
Ohio
$4.37M +$101K +1,629 +2%
SCM
819
Sebold Capital Management
Illinois
$4.37M -$21K -338 -0.5%
WFA
820
Wellspring Financial Advisors
Ohio
$4.37M +$8.01K +2,373 +0.2%
AFG
821
Allegheny Financial Group
Pennsylvania
$4.37M -$60.2K -970 -1%
CFO
822
CVA Family Office
Colorado
$4.36M -$58.1K -937 -1%
TPA
823
Trivium Point Advisory
Connecticut
$4.34M -$615K -9,921 -12%
HIA
824
HTG Investment Advisors
Connecticut
$4.3M +$248K +4,004 +6%
RF
825
Rossby Financial
Florida
$4.3M -$158K -2,553 -4%
31 32
33
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