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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 %
HCA
1076
Harbour Capital Advisors
Virginia
$2.05M +$21.8K +344 +1%
ACIM
1077
Azimuth Capital Investment Management
Michigan
$2.05M – – –
TIA
1078
Tiemann Investment Advisors
California
$2.04M +$23.6K +380 +1%
OFS
1079
Oldfather Financial Services
Nebraska
$2.04M -$71K -1,144 -3%
GI
1080
GAMMA Investing
California
$2.04M +$332K +5,356 +19%
WOSD
1081
WFA of San Diego
California
$2.04M +$2.04M +32,857 New
SWM
1082
SpringVest Wealth Management
Texas
$2.04M -$33.3K -537 -2%
FA
1083
Fiducient Advisors
Illinois
$2.04M +$297K +4,784 +17%
SCA
1084
St. Clair Advisors
Ohio
$2.03M -$36.6K -590 -2%
LRWA
1085
Long Run Wealth Advisors
New York
$2.03M +$5.64K +91 +0.3%
M
1086
MATAURO
New York
$2.02M -$144K -2,323 -7%
PJSIMP
1087
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.02M +$2.02M +32,595 New
PTC
1088
Philadelphia Trust Company
Pennsylvania
$2.02M – – –
RWP
1089
Revolve Wealth Partners
New Jersey
$2.02M -$3.23K -52 -0.2%
AssetMark Inc
1090
AssetMark Inc
California
$2.01M +$307K +4,954 +18%
CIAS
1091
CBIZ Investment Advisory Services
Ohio
$2.01M -$194K -3,129 -9%
EB
1092
Exchange Bank
California
$2.01M -$5.15K -83 -0.3%
KBFS
1093
Kohmann Bosshard Financial Services
Ohio
$2.01M – – –
TSWM
1094
Tyler-Stone Wealth Management
Ohio
$2M +$8.56K +138 +0.4%
BWM
1095
BigSur Wealth Management
Florida
$2M – – –
EW
1096
Evoke Wealth
California
$2M -$23.3K -375 -1%
OHWP
1097
Oak Harbor Wealth Partners
North Carolina
$2M +$79.3K +1,278 +4%
IAS
1098
Investment Advisory Services
Texas
$1.99M -$905K -14,591 -31%
TP
1099
Tranquility Partners
Tennessee
$1.99M -$19.7K -317 -1%
FNC
1100
First National Corp
Massachusetts
$1.99M +$123K +1,981 +7%
42 43
44
45 46