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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 %
CP
1101
Covenant Partners
Tennessee
$1.99M +$70.3K +1,133 +4%
AWM
1102
Atticus Wealth Management
Florida
$1.97M -$392K -6,319 -17%
TA
1103
TFB Advisors
Kansas
$1.96M -$806 -13 -0%
EG
1104
Ellerson Group
Maryland
$1.95M -$2.04M -32,965 -51%
Empower Advisory Group
1105
Empower Advisory Group
Colorado
$1.94M -$1.22M -19,699 -39%
SFG
1106
SevenBridge Financial Group
Pennsylvania
$1.94M -$205K -3,212 -10%
IP
1107
Ignite Planners
California
$1.94M -$8.06K -127 -0.4%
CFG
1108
Cosner Financial Group
Colorado
$1.94M +$270K +4,347 +16%
CG
1109
Corundum Group
Colorado
$1.93M -$38.5K -620 -2%
SL
1110
SFM LLC
New Hampshire
$1.93M +$719K +11,586 +59%
AWA
1111
Artemis Wealth Advisors
New York
$1.93M -$15.6M -251,873 -89%
MC
1112
Moors & Cabot
Massachusetts
$1.93M -$22.6K -365 -1%
KCM
1113
Kathmere Capital Management
Pennsylvania
$1.92M -$101K -1,634 -5%
CCT
1114
Capital City Trust
Florida
$1.92M +$18.3K +295 +1%
BB
1115
Berkshire Bank
Massachusetts
$1.91M – – –
FWP
1116
Forefront Wealth Partners
Texas
$1.91M -$202K -3,237 -10%
LSWP
1117
Liberty Square Wealth Partners
Pennsylvania
$1.89M -$211K -3,401 -10%
GWS
1118
Glassman Wealth Services
Virginia
$1.88M -$27.2K -439 -1%
CAMG
1119
CWA Asset Management Group
Florida
$1.87M -$442K -7,131 -19%
AC
1120
AWM Capital
Arizona
$1.86M – – –
PVAMC
1121
PPS&V Asset Management Consultants
Michigan
$1.86M +$158K +2,546 +9%
OCM
1122
Orion Capital Management
California
$1.86M -$10.2K -165 -0.5%
OP
1123
ORG Partners
Indiana
$1.86M -$212K -3,379 -10%
MBTD
1124
Mechanics Bank - Trust Department
California
$1.85M -$124K -2,000 -6%
DACG
1125
Donor Advised Charitable Giving
California
$1.85M +$119K +1,920 +7%
43 44
45
46 47