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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 %
T. Rowe Price Associates
1201
T. Rowe Price Associates
Maryland
$1.55M -$247K -3,975 -14%
BFG
1202
Baron Financial Group
New Jersey
$1.54M -$32.3K -520 -2%
EPA
1203
Element Pointe Advisors
Florida
$1.54M – – –
CCA
1204
Cora Capital Advisors
New Jersey
$1.54M -$2.48K -40 -0.2%
MWAM
1205
Manhattan West Asset Management
California
$1.53M -$61.7K -995 -4%
HA
1206
Huntleigh Advisors
Missouri
$1.53M +$417K +6,723 +37%
MAS
1207
MPWM Advisory Solutions
Georgia
$1.53M -$62.7K -1,011 -4%
MIA
1208
MMBG Investment Advisors
Florida
$1.52M – – –
EK
1209
Evensky & Katz
Florida
$1.52M -$33.1K -534 -2%
DSC
1210
Duncker Streett & Co
Missouri
$1.52M +$7.69K +124 +0.5%
1WM
1211
1900 Wealth Management
Texas
$1.51M -$4.28K -69 -0.3%
FCB
1212
First County Bank
Connecticut
$1.51M -$127K -2,055 -8%
2WWM
1213
21 West Wealth Management
California
$1.5M +$1.5M +24,192 New
WCM
1214
Winthrop Capital Management
Indiana
$1.5M +$496 +8 +0%
TBT
1215
Texas Bank & Trust
Texas
$1.49M +$51.5K +830 +4%
SI
1216
Saxon Interests
Texas
$1.49M – – –
OWA
1217
Octavia Wealth Advisors
Ohio
$1.48M -$31.1K -501 -2%
OFS
1218
Orrstown Financial Services
Pennsylvania
$1.48M +$68.3K +1,101 +5%
TCB
1219
Texas Capital Bancshares
Texas
$1.47M +$95K +1,531 +7%
RMCM
1220
Reynders McVeigh Capital Management
Massachusetts
$1.46M -$76.2K -1,229 -5%
TMWM
1221
Taylor & Morgan Wealth Management
Michigan
$1.46M -$20.9K -337 -1%
TR
1222
Tepp RIA
New Jersey
$1.45M -$522K -8,411 -26%
IPWA
1223
International Private Wealth Advisors
California
$1.45M -$63.6K -1,026 -4%
SWM
1224
SilverOak Wealth Management
Minnesota
$1.45M -$114K -1,831 -7%
CANC
1225
Culbertson A N & Co
Virginia
$1.44M +$85.3K +1,375 +6%
47 48
49
50 51