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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 %
MTIC
976
Missouri Trust & Investment Company
Missouri
$2.71M – – –
WDL
977
Well Done LLC
Michigan
$2.7M +$475K +7,652 +21%
HSA
978
HBK Sorce Advisory
Pennsylvania
$2.69M -$52.5K -847 -2%
VIM
979
Vista Investment Management
Pennsylvania
$2.68M +$17.7K +285 +0.7%
CNWM
980
Clay Northam Wealth Management
California
$2.68M +$182K +2,940 +7%
CAS
981
Coppell Advisory Solutions
Texas
$2.67M +$2.67M +43,106 New
AWA
982
Amplius Wealth Advisors
Pennsylvania
$2.66M +$151K +2,428 +6%
RWM
983
Rialto Wealth Management
New York
$2.65M +$5.77K +93 +0.2%
Prudential Financial
984
Prudential Financial
New Jersey
$2.65M +$657K +10,600 +33%
RWM
985
Rockwood Wealth Management
Pennsylvania
$2.64M -$172K -2,770 -6%
HF
986
HRT Financial
New York
$2.64M +$2.64M +42,558 New
NFP
987
NorthLanding Financial Partners
New York
$2.62M +$191K +3,074 +8%
WCWM
988
Willow Creek Wealth Management
California
$2.62M -$99.5K -1,605 -4%
GHA
989
GW Henssler & Associates
Georgia
$2.62M -$66.9K -1,079 -2%
Koshinski Asset Management
990
Koshinski Asset Management
Illinois
$2.6M -$79.1K -1,276 -3%
GAM
991
GEM Asset Management
Michigan
$2.59M +$7.33K +116 +0.3%
EI
992
Ellevest Inc
New York
$2.59M -$1.07M -17,253 -29%
SI
993
Seeds Investor
New York
$2.59M +$472K +7,614 +22%
AF
994
Apexium Financial
Texas
$2.58M -$169K -2,729 -6%
RSF
995
Rik Saylor Financial
Ohio
$2.57M -$19.4K -312 -0.7%
FPCP
996
Fort Point Capital Partners
California
$2.56M +$1.72M +27,767 +205%
FCA
997
FLC Capital Advisors
California
$2.55M -$269K -4,337 -10%
OA
998
Operose Advisors
Wisconsin
$2.55M +$867K +13,981 +51%
CA
999
Continuum Advisory
Idaho
$2.54M -$147K -2,364 -5%
HWMT
1000
Heritage Wealth Management (Texas)
Texas
$2.54M -$145K -2,333 -5%
38 39
40
41 42