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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 %
SW
1126
Simplicity Wealth
New Jersey
$1.84M +$275K +4,433 +18%
IFO
1127
Independent Family Office
New York
$1.84M – – –
FPGK
1128
Financial Partners Group (Kansas)
Kansas
$1.84M +$14.1K +227 +0.8%
AWM
1129
Apex Wealth Management
New Hampshire
$1.84M -$35.5K -572 -2%
TPI
1130
Trust Point Inc
Wisconsin
$1.83M +$164K +2,638 +10%
MA
1131
MONECO Advisors
Connecticut
$1.83M +$60.8K +981 +3%
NPFS
1132
Novak & Powell Financial Services
Florida
$1.82M -$702K -11,321 -28%
NCG
1133
Newport Capital Group
New Jersey
$1.82M -$39.5K -637 -2%
FB
1134
Finward Bancorp
Indiana
$1.82M -$2.79K -45 -0.2%
S
1135
Sunpointe
Missouri
$1.81M +$32.4K +522 +2%
CA
1136
Clune & Associates
Illinois
$1.81M +$161K +2,597 +10%
TIAAOA
1137
Teachers Insurance & Annuity Association of America
New York
$1.81M -$20.5K -330 -1%
CBB
1138
Citizens Business Bank
California
$1.8M -$682 -11 -0%
RCG
1139
Regatta Capital Group
California
$1.8M -$29.6K -478 -2%
RT
1140
Rockland Trust
Massachusetts
$1.79M -$47.9K -772 -3%
IP
1141
Investment Partners
Ohio
$1.79M -$195K -3,150 -10%
WWC
1142
Waypoint Wealth Counsel
Georgia
$1.78M -$161K -2,591 -8%
PWA
1143
Peterson Wealth Advisors
Utah
$1.78M +$41.2K +665 +2%
EGWAG
1144
Elwood & Goetz Wealth Advisory Group
Georgia
$1.78M +$325K +5,238 +22%
FHC
1145
First Heartland Consultants
Missouri
$1.78M +$194K +3,126 +12%
DWG
1146
Darden Wealth Group
Michigan
$1.78M -$120K -1,928 -6%
IAA
1147
Independent Advisor Alliance
North Carolina
$1.77M -$61.2K -987 -3%
AA
1148
Ashford Advisors
New York
$1.76M -$991K -2,250 -36%
ZF
1149
Zhang Financial
Michigan
$1.75M +$133K +2,148 +8%
GJIA
1150
Glass Jacobson Investment Advisors
Maryland
$1.74M -$106K -1,716 -6%
44 45
46
47 48