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

2,386 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, 980 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,386
Holders Change
-6
Holders Change %
-0.25%
% 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
4.75%
New
135
Increased
949
Reduced
980
Closed
90
Calls
$39.1M
Puts
$6.8M
Net Calls
+$32.3M
Net Calls Change
+$8.32M

Top Buyers

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

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.08B
2
Corient Private Wealth
Corient Private Wealth
Florida
$633M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$2.27B
4
HNB
Huntington National Bank
Ohio
$271M
5
AG
AlTi Global
New York
$162M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
126
Destination Wealth Management
California
$63.7M +$1.31M +21,194 +2%
MA
127
MCF Advisors
Kentucky
$62.7M +$2.4M +38,681 +4%
WTC
128
WhitTier Trust Company
Nevada
$62.3M +$949K +15,302 +2%
AWE
129
Avidian Wealth Enterprises
Texas
$61.5M +$6.15M +99,085 +11%
ZBNA
130
Zions Bancorporation, National Association
Utah
$61.4M +$32.3M +521,196 +111%
BSB
131
Bangor Savings Bank
Maine
$60.6M +$193K +3,105 +0.3%
CWM
132
Congress Wealth Management
Massachusetts
$60.1M +$10.4M +168,005 +21%
FHA
133
First Horizon Advisors
Tennessee
$59M -$1.4M -22,625 -2%
CA
134
Clearstead Advisors
Ohio
$58.3M -$2.87M -46,245 -5%
CPIG
135
Chicago Partners Investment Group
Illinois
$57.9M -$215K -3,343 -0.4%
Fidelity International
136
Fidelity International
Bermuda
$57.8M -$99.8M -1,609,674 -63%
VA
137
Valmark Advisers
Ohio
$56.8M -$889K -14,340 -2%
PRA
138
Pine Ridge Advisers
New York
$55.6M +$380K +6,135 +0.7%
WA
139
Waverly Advisors
Alabama
$55.5M -$476K -7,668 -0.8%
CA
140
Crewe Advisors
Utah
$54.4M +$1.71M +27,616 +3%
AF
141
Arrow Financial
New York
$54.2M +$459K +7,405 +0.9%
CFG
142
CKW Financial Group
Hawaii
$53.8M +$425K +6,770 +0.8%
AWM
143
Axxcess Wealth Management
California
$53.5M +$6.1M +98,378 +13%
CCM
144
Charter Capital Management
Wisconsin
$53.4M +$53.4M +860,479 New
WPA
145
West Paces Advisors
Georgia
$53.2M +$684K +11,034 +1%
FTWA
146
Fifth Third Wealth Advisors
Ohio
$52.7M -$6.87M -110,777 -12%
Squarepoint
147
Squarepoint
New York
$51.9M +$36.6M +589,597 +238%
MWM
148
Modera Wealth Management
New Jersey
$51.8M -$869K -14,019 -2%
PWAM
149
Private Wealth Asset Management
Iowa
$51.3M +$764K +12,316 +2%
RCIM
150
Red Cedar Investment Management
Michigan
$51M +$51M +822,862 New
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