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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 %
BFPW
101
BOK Financial Private Wealth
Colorado
$81M -$4.37M -70,386 -5%
LF
102
Lee Financial
Texas
$80.5M +$1.45M +23,366 +2%
VOYA Investment Management
103
VOYA Investment Management
Georgia
$79.3M -$30.9M -497,616 -28%
FSC
104
Full Sail Capital
Oklahoma
$79.2M -$424K -6,831 -0.5%
PA
105
Planning Alternatives
Michigan
$78.2M +$1.38M +22,208 +2%
RWM
106
RKL Wealth Management
Pennsylvania
$77.8M +$668K +10,777 +0.9%
EH
107
Equitable Holdings
New York
$77.2M +$4.99M +80,515 +7%
HI
108
Harbour Investments
Wisconsin
$76M +$6.37M +102,677 +9%
SPIA
109
Steward Partners Investment Advisory
New York
$74.9M -$27.3M -439,426 -27%
GIM
110
Goelzer Investment Management
Indiana
$73.2M +$1.79M +28,863 +3%
Janney Montgomery Scott
111
Janney Montgomery Scott
Pennsylvania
$73.2M -$8.76M -141,230 -11%
VC
112
Vicus Capital
Pennsylvania
$73M +$2.89M +46,589 +4%
AWA
113
Alaska Wealth Advisors
Alaska
$72.9M +$7.89M +127,181 +12%
BP
114
Ballentine Partners
Massachusetts
$72.5M +$2.14M +34,482 +3%
TIAA Trust, National Association
115
TIAA Trust, National Association
North Carolina
$72.2M -$2.83M -45,626 -4%
LRIA
116
Leonard Rickey Investment Advisors
Washington
$72.1M -$4.23M -68,244 -6%
TFO
117
Tarbox Family Office
California
$70.8M +$1.5M +24,229 +2%
AFG
118
Arkansas Financial Group
Arkansas
$70.1M -$198K -3,129 -0.3%
AllianceBernstein
119
AllianceBernstein
Tennessee
$69.5M +$2.42M +39,050 +4%
LI
120
LVZ Inc
Michigan
$68.4M +$3.46M +55,804 +5%
SWP
121
Stratos Wealth Partners
Ohio
$67.6M -$1.04M -16,841 -2%
Cambridge Investment Research Advisors
122
Cambridge Investment Research Advisors
Iowa
$67.5M -$418K -6,746 -0.6%
PAG
123
Private Advisor Group
New Jersey
$67.2M +$4.64M +74,893 +7%
CCM
124
Coldstream Capital Management
Washington
$66.1M -$270K -4,350 -0.4%
Bank of Nova Scotia
125
Bank of Nova Scotia
Ontario, Canada
$64.7M – – –
3 4
5
6 7