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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 %
PFW
1001
Petros Family Wealth
Minnesota
$2.54M +$181K +2,915 +8%
DPI
1002
Diversified Portfolios Inc
Michigan
$2.53M +$15.4K +249 +0.6%
AFP
1003
Ausdal Financial Partners
Iowa
$2.53M +$14.7K +237 +0.6%
XF
1004
XML Financial
Maryland
$2.51M +$63.8K +1,028 +3%
SAS
1005
Stelac Advisory Services
New York
$2.5M -$538K -8,675 -18%
AF
1006
Amara Financial
California
$2.5M +$30.3K +489 +1%
SOS
1007
Silver Oak Securities
Tennessee
$2.5M +$196K +3,163 +9%
PGWM
1008
Pitti Group Wealth Management
New York
$2.49M +$125K +2,018 +5%
CCP
1009
Cushing Capital Partners
Wisconsin
$2.49M -$158K -2,553 -6%
WWA
1010
WCG Wealth Advisors
Nevada
$2.49M -$18.4K -296 -0.7%
LWM
1011
Lyell Wealth Management
California
$2.49M -$167K -2,700 -6%
GLA
1012
Good Life Advisors
Pennsylvania
$2.49M -$22.6K -364 -0.9%
KIA
1013
KCM Investment Advisors
California
$2.48M +$2.67K +43 +0.1%
TFG
1014
Taylor Financial Group
Virginia
$2.48M +$202K +3,255 +9%
Millennium Management
1015
Millennium Management
New York
$2.48M -$101K -1,623 -4%
BA
1016
Brightwater Advisory
Florida
$2.47M +$33K +532 +1%
BMWM
1017
Brown Miller Wealth Management
Virginia
$2.47M +$212K +3,419 +9%
EFL
1018
ERn Financial LLC
Wisconsin
$2.46M -$9.8K -158 -0.4%
CNB
1019
Camden National Bank
Maine
$2.46M -$469K -7,559 -16%
PCM
1020
Palisade Capital Management
New Jersey
$2.44M -$4.09K -66 -0.2%
MWM
1021
Maridea Wealth Management
New York
$2.43M -$297K -4,796 -11%
CAL
1022
Capital Advisors Ltd
Ohio
$2.43M -$123K -1,975 -5%
WAM
1023
Weinberger Asset Management
California
$2.42M -$45.3K -730 -2%
1IA
1024
1834 Investment Advisors
Wisconsin
$2.41M -$4.09K -66 -0.2%
MIM
1025
Macroview Investment Management
Maryland
$2.4M +$128K +2,067 +6%
39 40
41
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