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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 %
FFG
1276
Fortress Financial Group
Minnesota
$1.29M +$531K +8,556 +70%
SFO
1277
Stenger Family Office
Illinois
$1.29M +$1.29M +20,274 New
G
1278
Gainplan
Michigan
$1.29M -$1.32M -21,280 -51%
MWA
1279
Motive Wealth Advisors
Michigan
$1.29M -$13.8K -222 -1%
FIA
1280
Foundations Investment Advisors
Arizona
$1.28M -$210K -3,382 -14%
CCA
1281
Carrera Capital Advisors
Michigan
$1.28M -$241K -3,879 -16%
SAM
1282
S.A. Mason
Michigan
$1.28M -$3.1K -50 -0.2%
IPW
1283
Invictus Private Wealth
Colorado
$1.27M -$56.7K -914 -4%
CP
1284
Creekside Partners
California
$1.27M +$2.23K +36 +0.2%
TSMHT
1285
Thurston Springer Miller Herd & Titak
Indiana
$1.26M +$96.7K +1,558 +8%
FFA
1286
First Foundation Advisors
California
$1.26M -$16.2K -262 -1%
DI
1287
Disciplined Investments
Oklahoma
$1.26M -$49.9K -805 -4%
AIP
1288
Alexis Investment Partners
Texas
$1.26M -$269K -4,345 -18%
LNB
1289
Ledyard National Bank
$1.26M -$88K -1,419 -7%
CAM
1290
Costello Asset Management
Pennsylvania
$1.25M -$109K -1,752 -8%
ESB
1291
Essex Savings Bank
Connecticut
$1.25M – – –
AWA
1292
ARQ Wealth Advisors
Arizona
$1.25M – – –
LC
1293
Lincoln Capital
Nebraska
$1.24M -$4.84K -78 -0.4%
APP
1294
Avantax Planning Partners
Iowa
$1.24M -$18.1K -292 -1%
CIS
1295
Continental Investors Services
Washington
$1.24M +$7.08K +114 +0.6%
CWA
1296
Continuum Wealth Advisors
New York
$1.24M -$12.4K -200 -1%
First Manhattan
1297
First Manhattan
New York
$1.24M +$593K +9,566 +92%
Fisher Asset Management
1298
Fisher Asset Management
Washington
$1.23M +$55.8K +899 +5%
GWM
1299
Greenwich Wealth Management
Connecticut
$1.23M +$80.6K +1,300 +7%
FNA
1300
First National Advisers
Nebraska
$1.22M +$310 +5 +0%
50 51
52
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