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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 %
SAM
851
Silvercrest Asset Management
New York
$4.05M -$1.02M -16,480 -20%
GFG
852
Greystone Financial Group
Michigan
$4.04M +$1.74M +28,133 +76%
WJA
853
Willis Johnson & Associates
Texas
$4.02M -$12K -193 -0.3%
LNWTC
854
Laird Norton Wetherby Trust Company
Washington
$4.02M – – –
SMWM
855
Silvia McColl Wealth Management
California
$4.02M +$22.8K +368 +0.6%
KCP
856
Kera Capital Partners
California
$4.01M +$2.85M +45,938 +246%
IJWM
857
Inman Jager Wealth Management
Mississippi
$3.99M -$63.4K -1,023 -2%
VFP
858
Verus Financial Partners
Virginia
$3.98M -$49.3K -774 -1%
SR
859
Syntax Research
Florida
$3.97M -$34.8K -561 -0.9%
GFWA
860
Grey Fox Wealth Advisors
Delaware
$3.96M +$432K +6,970 +12%
AIM
861
Alhambra Investment Management
Florida
$3.96M +$47.8K +770 +1%
MCM
862
MidAtlantic Capital Management
Virginia
$3.96M +$25.6K +413 +0.7%
NB
863
NBT Bank
New York
$3.95M -$109K -1,761 -3%
PMG
864
ProVise Management Group
Florida
$3.95M -$246K -3,960 -6%
SW
865
SVB Wealth
Massachusetts
$3.94M +$3.94M +63,587 New
ES
866
ETF Store
Kansas
$3.92M -$12.5K -201 -0.3%
KV
867
Kickstand Ventures
New York
$3.9M +$634K +10,219 +19%
VPW
868
Variant Private Wealth
Virginia
$3.89M +$23.7K +382 +0.6%
DWM
869
Dakota Wealth Management
Florida
$3.87M -$1.72M -27,804 -31%
EW
870
Element Wealth
Mississippi
$3.85M +$87.1K +1,404 +2%
GSIAS
871
Garden State Investment Advisory Services
New Jersey
$3.81M +$916K +14,762 +32%
SC
872
SouthState Corp
Florida
$3.71M -$140K -2,260 -4%
NS
873
NBC Securities
Alabama
$3.7M +$1.62M +26,176 +78%
CI
874
Cambiar Investors
Colorado
$3.69M -$2.98M -47,983 -45%
NP
875
Nilsine Partners
Colorado
$3.69M – – –
33 34
35
36 37