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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 %
CWM
1451
CCG Wealth Management
California
$885K +$8.99K +145 +1%
SNB
1452
Security National Bank
Nebraska
$884K +$137K +2,208 +18%
CA
1453
Calton & Associates
Florida
$884K +$517K +8,330 +141%
FYW
1454
Future You Wealth
New York
$882K +$171K +2,757 +24%
OAM
1455
Occidental Asset Management
California
$881K +$186 +3 +0%
SM
1456
Sweeney & Michel
California
$879K -$18.2K -287 -2%
WPC
1457
Waters Parkerson & Co
Louisiana
$878K +$5.58K +90 +0.6%
SIC
1458
Samalin Investment Counsel
New York
$877K -$81.9K -1,320 -9%
SL
1459
SWMG LLC
Texas
$876K +$76K +1,183 +10%
BDWCC
1460
B&D White Capital Company
Texas
$876K +$806 +13 +0.1%
RCG
1461
Rock Creek Group
District of Columbia
$874K +$874K +1,408 New
MCM
1462
MV Capital Management
Maryland
$870K -$157K -2,524 -15%
Invesco
1463
Invesco
Georgia
$869K -$41.1K -663 -5%
HCMT
1464
Highland Capital Management (Tennessee)
Tennessee
$867K – – –
PA
1465
PSI Advisors
Florida
$866K -$163K -2,625 -16%
MLL
1466
Moody Lynn & Lieberson
Massachusetts
$865K -$11.3K -182 -1%
NB
1467
Nicolet Bankshares
Wisconsin
$863K +$130K +2,100 +18%
SFG
1468
Sovereign Financial Group
Connecticut
$860K +$68.8K +1,109 +9%
TPW
1469
Talon Private Wealth
Florida
$860K +$35.1K +566 +4%
CAWM
1470
Capital Advisors Wealth Management
Washington
$857K -$6.95K -112 -0.8%
SHFA
1471
SC&H Financial Advisors
Maryland
$856K +$1.05K +17 +0.1%
CCG
1472
Chatham Capital Group
Georgia
$854K – – –
NSIM
1473
North Star Investment Management
Illinois
$852K – – –
NLP
1474
Next Level Private
New York
$851K +$9.92K +160 +1%
MFGM
1475
Marshall Financial Group (Maryland)
Maryland
$851K -$95.4K -1,510 -10%
57 58
59
60 61