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iShares Core S&P Mid-Cap ETF
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Overview Fund Activity

2,377 hedge funds and large institutions have $75B invested in iShares Core S&P Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 947 increasing their positions, 975 reducing their positions, and 89 closing their positions.

Holders
2,377
Holders Change
-16
Holders Change %
-0.67%
% of All Funds
31.92%
Holding in Top 10
352
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-3.3%
% of All Funds
4.73%
New
135
Increased
947
Reduced
975
Closed
89
Calls
$22.2M
Puts
$2.93M
Net Calls
+$19.3M
Net Calls Change
-$4.64M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.67B
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$7.44B
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.65B
4
AUB
4
Atlantic Union Bankshares
Virginia
$154M
5
RFC
5
Regions Financial Corp
Alabama
$565M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.08B
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$633M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.27B
4
AG
4
AlTi Global
New York
$162M
5
CAM
5
Cresset Asset Management
Illinois
$131M
Name Market Value Shares Shares
Change 		Shares
Change %
LF
101
Lee Financial
Texas
$80.5M 1,298,138 +23,366 +2%
VOYA Investment Management
102
VOYA Investment Management
Georgia
$79.3M 1,278,333 -497,616 -28%
FSC
103
Full Sail Capital
Oklahoma
$79.2M 1,276,269 -6,831 -0.5%
PA
104
Planning Alternatives
Michigan
$78.2M 1,261,373 +22,208 +2%
RWM
105
RKL Wealth Management
Pennsylvania
$77.8M 1,253,707 +10,777 +0.9%
EH
106
Equitable Holdings
New York
$77.2M 1,244,055 +80,515 +7%
HI
107
Harbour Investments
Wisconsin
$76M 1,226,189 +102,677 +9%
SPIA
108
Steward Partners Investment Advisory
New York
$74.9M 1,207,705 -439,426 -27%
GIM
109
Goelzer Investment Management
Indiana
$73.2M 1,180,815 +28,863 +3%
Janney Montgomery Scott
110
Janney Montgomery Scott
Pennsylvania
$73.2M 1,179,588 -141,230 -11%
VC
111
Vicus Capital
Pennsylvania
$73M 1,177,230 +46,589 +4%
AWA
112
Alaska Wealth Advisors
Alaska
$72.9M 1,175,233 +127,181 +12%
BP
113
Ballentine Partners
Massachusetts
$72.5M 1,168,387 +34,482 +3%
TIAA Trust, National Association
114
TIAA Trust, National Association
North Carolina
$72.2M 1,164,247 -45,626 -4%
LRIA
115
Leonard Rickey Investment Advisors
Washington
$72.1M 1,162,445 -68,244 -6%
TFO
116
Tarbox Family Office
California
$70.8M 1,141,922 +24,229 +2%
AFG
117
Arkansas Financial Group
Arkansas
$70.1M 1,104,762 -3,129 -0.3%
AllianceBernstein
118
AllianceBernstein
Tennessee
$69.5M 1,121,204 +39,050 +4%
LI
119
LVZ Inc
Michigan
$68.4M 1,102,344 +55,804 +5%
SWP
120
Stratos Wealth Partners
Ohio
$67.6M 1,090,149 -16,841 -2%
Cambridge Investment Research Advisors
121
Cambridge Investment Research Advisors
Iowa
$67.5M 1,088,333 -6,746 -0.6%
PAG
122
Private Advisor Group
New Jersey
$67.2M 1,083,445 +74,893 +7%
CCM
123
Coldstream Capital Management
Washington
$66.1M 1,066,129 -4,350 -0.4%
Bank of Nova Scotia
124
Bank of Nova Scotia
Ontario, Canada
$64.7M 1,043,500 – –
DWM
125
Destination Wealth Management
California
$63.7M 1,027,417 +21,194 +2%
3 4
5
6 7