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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 %
AWP
1026
Ascent Wealth Partners
New York
$2.38M +$374K +6,023 +19%
BFW
1027
Brady Family Wealth
Missouri
$2.37M -$4.47K -72 -0.2%
RA
1028
RFG Advisory
Alabama
$2.37M +$175K +2,827 +8%
W
1029
WorthPointe
California
$2.36M -$61.5K -991 -3%
CNBT
1030
Canandaigua National Bank & Trust
New York
$2.36M +$7.26K +117 +0.3%
MWM
1031
MY Wealth Management
Maryland
$2.36M -$1.43K -23 -0.1%
GC
1032
Gilbert & Cook
Iowa
$2.36M -$9.68K -156 -0.4%
TW
1033
Towerpoint Wealth
California
$2.34M +$1.46M +23,500 +166%
OFG
1034
Oxford Financial Group
Indiana
$2.33M -$10.2K -165 -0.4%
CSIC
1035
Clifford Swan Investment Counsel
California
$2.33M +$62 +1 +0%
OC
1036
Opinicus Capital
Florida
$2.33M +$65.8K +1,061 +3%
B
1037
Bensler
Washington
$2.32M -$4.16K -67 -0.2%
EW
1038
Enzi Wealth
Texas
$2.31M -$13.3K -210 -0.6%
LFP
1039
Lakeshore Financial Planning
Michigan
$2.31M -$13.3K -215 -0.6%
NF
1040
Nikulski Financial
Iowa
$2.29M -$154K -2,477 -6%
ASW
1041
Astoria Strategic Wealth
Texas
$2.28M -$19.3K -311 -0.8%
Legal & General Group
1042
Legal & General Group
United Kingdom
$2.28M +$969K +15,628 +74%
EWA
1043
EverSource Wealth Advisors
Alabama
$2.27M +$106K +1,712 +5%
MCM
1044
Maple Capital Management
Vermont
$2.26M +$199K +3,201 +10%
NP
1045
NorthRock Partners
Minnesota
$2.25M -$637K -10,269 -22%
FWP
1046
FAS Wealth Partners
Kansas
$2.25M +$6.64K +107 +0.3%
PFBT
1047
Parkside Financial Bank & Trust
Missouri
$2.23M +$158K +2,551 +8%
BFM
1048
Broadview Financial Management
Wisconsin
$2.21M -$104K -1,673 -4%
SAM
1049
Sherman Asset Management
California
$2.21M -$13K -209 -0.6%
BAAM
1050
Baker Avenue Asset Management
California
$2.2M -$6.2K -100 -0.3%
40 41
42
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