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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 %
JIP
826
Jaffetilchin Investment Partners
Florida
$4.3M -$22.8K -368 -0.5%
RFN
827
RDA Financial Network
Iowa
$4.29M +$118K +1,907 +3%
AWAP
828
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$4.27M -$3.2M -51,527 -43%
SWP
829
Summit Wealth Partners
Florida
$4.26M -$168K -2,703 -4%
NG
830
Novem Group
New York
$4.26M -$5.77K -93 -0.1%
PPWM
831
PFG Private Wealth Management
Florida
$4.19M +$79.8K +1,287 +2%
BCG
832
Breakwater Capital Group
New Jersey
$4.18M +$88.9K +1,434 +2%
AFA
833
AA Financial Advisors
Ohio
$4.18M +$263K +4,236 +7%
GWS
834
Greykasell Wealth Strategies
California
$4.17M +$40.9K +659 +1%
NDSI
835
Newman Dignan & Sheerar Inc
Rhode Island
$4.17M -$52.6K -848 -1%
MWP
836
Moller Wealth Partners
$4.17M +$208K +3,351 +5%
SAF
837
Smith Anglin Financial
Texas
$4.17M -$254K -4,088 -6%
FWM
838
Forza Wealth Management
Florida
$4.16M +$378K +6,100 +10%
RWA
839
River Wealth Advisors
Pennsylvania
$4.15M -$52.3K -844 -1%
WF
840
Welch & Forbes
Massachusetts
$4.12M +$77.5K +1,250 +2%
LF
841
LifeSteps Financial
California
$4.12M +$11.7K +189 +0.3%
SIG
842
Sky Investment Group
Connecticut
$4.12M -$3.91M – –
AL
843
Aspiriant LLC
California
$4.11M -$102K -1,651 -2%
SI
844
Stephens Inc
Arkansas
$4.1M +$511K +8,247 +14%
HIA
845
Harbor Investment Advisory
Maryland
$4.09M +$229K +3,694 +6%
CAM
846
Cozad Asset Management
Illinois
$4.09M -$149K -2,399 -4%
FFS
847
Fortress Financial Solutions
Arizona
$4.08M +$91.6K +1,477 +2%
NCM
848
Next Capital Management
New York
$4.07M +$72K +1,161 +2%
CBT
849
Central Bank & Trust
Kentucky
$4.05M -$24.4K -393 -0.6%
UCB
850
United Community Bank
South Carolina
$4.05M -$117K -1,885 -3%
32 33
34
35 36