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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 %
AFA
1051
Antonelli Financial Advisors
Michigan
$2.2M -$83.4K -1,345 -4%
TFA
1052
Trinity Financial Advisors
Ohio
$2.19M -$1.21M -19,527 -36%
GAM
1053
Gotham Asset Management
New York
$2.18M -$1.77M -28,473 -45%
WTB
1054
Washington Trust Bank
Washington
$2.18M -$16.9K -272 -0.8%
4FG
1055
4Thought Financial Group
New York
$2.18M +$235K +3,784 +12%
SYBT
1056
Stock Yards Bank & Trust
Kentucky
$2.17M -$292K -4,711 -12%
CBA
1057
Coastal Bridge Advisors
Connecticut
$2.16M +$37.1K +598 +2%
FCA
1058
Fortis Capital Advisors
Kansas
$2.14M +$34.4K +554 +2%
HSWS
1059
Higgins & Schmidt Wealth Strategies
Colorado
$2.14M -$2.73K -44 -0.1%
GAG
1060
GM Advisory Group
New York
$2.13M +$135K +2,177 +7%
SLC
1061
Second Line Capital
Louisiana
$2.13M -$77.5K -1,250 -4%
AIA
1062
Arcadia Investment Advisors
Idaho
$2.12M -$3.97K -64 -0.2%
RWIA
1063
Roger Wittlin Investment Advisory
California
$2.12M +$6.57K +106 +0.3%
VCA
1064
Verdence Capital Advisors
Maryland
$2.11M -$85.2K -1,373 -4%
FWA
1065
FSC Wealth Advisors
New York
$2.11M +$123K +1,985 +6%
BFC
1066
Bedel Financial Consulting
Indiana
$2.11M -$22.9K -370 -1%
BFO
1067
Biltmore Family Office
North Carolina
$2.1M -$57.1K -920 -3%
LC
1068
LCNB Corp
Ohio
$2.1M -$17.1K -275 -0.8%
SAM
1069
Smartleaf Asset Management
Massachusetts
$2.08M +$770K +12,417 +59%
CIS
1070
Connors Investor Services
Pennsylvania
$2.08M +$403K +6,500 +24%
FDW
1071
Fourth Dimension Wealth
Ohio
$2.08M +$353K +5,689 +20%
KOMWMG
1072
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.08M -$580K -9,348 -22%
DQRIM
1073
Dale Q Rice Investment Management
Washington
$2.07M -$2.22M -35,319 -52%
Susquehanna International Group
1074
Susquehanna International Group
Pennsylvania
$2.07M +$1.66M +26,798 +412%
LWL
1075
Leo Wealth LLC
Texas
$2.06M +$172K +2,771 +9%
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