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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 %
IF
901
Intrua Financial
Texas
$3.45M -$238K -3,838 -6%
BWG
902
Balanced Wealth Group
Ohio
$3.45M +$76.2K +1,209 +2%
JAA
903
Joel Adams & Associates
North Carolina
$3.44M +$90.5K +1,460 +3%
Russell Investments Group
904
Russell Investments Group
United Kingdom
$3.38M +$2.06M +33,143 +155%
KP
905
Keel Point
Alabama
$3.34M -$733K -11,814 -18%
SFS
906
Sowell Financial Services
Arkansas
$3.34M -$468K -7,549 -12%
NA
907
Nordwand Advisors
Pennsylvania
$3.33M +$3.33M +53,770 New
BFO
908
Boston Family Office
Massachusetts
$3.33M -$56.4K -910 -2%
SB
909
Strategic Blueprint
Georgia
$3.32M +$152K +2,444 +5%
BC
910
Bowman & Company
Wisconsin
$3.3M +$165K +2,658 +5%
AWP
911
Axis Wealth Partners
Rhode Island
$3.27M -$175K -2,820 -5%
PIA
912
Perennial Investment Advisors
California
$3.25M -$100K -1,618 -3%
CIC
913
Carnegie Investment Counsel
Ohio
$3.24M +$296K +4,775 +10%
EA
914
Everpar Advisors
Oklahoma
$3.23M +$643K +10,366 +25%
CAAM
915
Cornerstone Advisors Asset Management
Pennsylvania
$3.22M -$181K -2,926 -5%
FTC
916
Farmers Trust Company
Ohio
$3.22M -$155K -2,503 -5%
FWM
917
ForthRight Wealth Management
Georgia
$3.22M +$53.5K +862 +2%
CA
918
Claro Advisors
Massachusetts
$3.21M +$60.3K +973 +2%
NL
919
NWAM LLC
Washington
$3.19M -$4.76M -74,611 -60%
IA
920
Insight Advisors
Pennsylvania
$3.17M +$113K +1,822 +4%
QWM
921
Quadcap Wealth Management
Texas
$3.16M +$77K +1,241 +2%
CWM
922
C2C Wealth Management
Arizona
$3.16M -$49.6K -799 -2%
CA
923
Crumly & Associates
Illinois
$3.15M -$2.17K -35 -0.1%
CFFP
924
Center for Financial Planning
Michigan
$3.12M +$59.9K +966 +2%
BRM
925
Boston Research & Management
Massachusetts
$3.12M +$89K +1,436 +3%
35 36
37
38 39