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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 %
FFA
1376
Founders Financial Alliance
North Carolina
$1.02M +$45.4K +732 +5%
MWA
1377
Midland Wealth Advisors
Illinois
$1.01M -$153K -2,467 -13%
ACM
1378
AlphaStar Capital Management
North Carolina
$1.01M +$1.01M +16,262 New
LCM
1379
LVM Capital Management
Michigan
$1.01M -$45K -725 -4%
ACG
1380
Allen Capital Group
Nebraska
$1.01M -$218K -3,521 -18%
TWM
1381
Thrive Wealth Management
Pennsylvania
$1.01M -$213K -3,434 -17%
AP
1382
Appleton Partners
Massachusetts
$1M -$29K -467 -3%
CCA
1383
Cobblestone Capital Advisors
New York
$1M +$36.5K +589 +4%
HNW
1384
High Note Wealth
Minnesota
$1M -$21.4K -345 -2%
DWM
1385
Daner Wealth Management
Georgia
$1M +$1M +15,700 New
EFG
1386
Ethos Financial Group
Pennsylvania
$1,000K -$63.4K -1,023 -6%
KSWA
1387
Kathleen S. Wright Associates
Pennsylvania
$999K -$9.92K -160 -1%
TIA
1388
Traphagen Investment Advisors
New Jersey
$998K -$558 -9 -0.1%
OPA
1389
Old Port Advisors
Maine
$998K +$42.2K +680 +4%
GL
1390
Gerber LLC
Ohio
$995K – – –
WH
1391
Willner & Heller
California
$995K -$94.6K -1,525 -9%
WCG
1392
Weaver Consulting Group
California
$994K -$5.58K -90 -0.6%
CL
1393
COWA LLC
Oklahoma
$994K -$9.74K -157 -1%
PL
1394
Plancorp LLC
Missouri
$990K +$300K +4,834 +43%
LWM
1395
Lakeridge Wealth Management
Ohio
$989K +$24.7K +399 +3%
WC
1396
Westhampton Capital
North Carolina
$983K +$12.4K +200 +1%
CWG
1397
Cornerstone Wealth Group
North Carolina
$981K -$116K -1,864 -11%
EF
1398
Empowered Funds
Pennsylvania
$976K +$976K +15,735 New
SEIA
1399
Signature Estate & Investment Advisors
California
$973K +$47.9K +772 +5%
SWA
1400
Strata Wealth Advisors
Texas
$972K -$319K -5,142 -25%
54 55
56
57 58