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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 %
CAG
1476
Csenge Advisory Group
Florida
$851K +$23.7K +395 +3%
CMP
1477
Courage Miller Partners
Virginia
$850K +$68.8K +1,109 +9%
CPC
1478
Consolidated Planning Corp
Georgia
$850K +$806 +13 +0.1%
PWS
1479
Proactive Wealth Strategies
Georgia
$849K +$2.67K +43 +0.3%
BCM
1480
Brookmont Capital Management
Texas
$849K +$3.47K +56 +0.4%
CHAM
1481
Clear Harbor Asset Management
Connecticut
$849K +$92.4K +1,490 +12%
BCM
1482
Becker Capital Management
Oregon
$845K -$12.7K -205 -1%
CPA
1483
Cathy Pareto & Associates
Florida
$845K +$103K +1,667 +14%
TCM
1484
Traub Capital Management
Massachusetts
$843K +$843K +13,597 New
HBWM
1485
Hollow Brook Wealth Management
New York
$841K – – –
SC
1486
Saiph Capital
New Jersey
$840K +$404K +6,518 +93%
CCA
1487
Conservest Capital Advisors
Pennsylvania
$839K -$323K -5,201 -28%
BCA
1488
Bay Colony Advisors
Massachusetts
$832K -$2.3K -37 -0.3%
SEEDPG
1489
S.E.E.D. Planning Group
New York
$831K -$5.71K -92 -0.7%
CL
1490
CLG LLC
California
$825K -$353K -5,687 -30%
GEA
1491
Glen Eagle Advisors
New Jersey
$825K -$4.4K -71 -0.5%
POIA
1492
Pin Oak Investment Advisors
Texas
$820K +$773K +13,250 +1,638%
SP
1493
Stonebrook Private
Michigan
$817K +$124 +2 +0%
UFA
1494
Uptown Financial Advisors
Texas
$813K -$2.42K -39 -0.3%
PSF
1495
Pacific Sun Financial
California
$809K +$3.1K +50 +0.4%
PCA
1496
Prosperity Capital Advisors
Ohio
$809K -$1.89M -30,514 -70%
ZIC
1497
ZWJ Investment Counsel
Georgia
$807K -$40.1K -646 -5%
CCMG
1498
Clark Capital Management Group
Pennsylvania
$805K +$193K +3,106 +31%
RSS
1499
Rosenblum Silverman Sutton
California
$804K -$24.8K -400 -3%
SAM
1500
Seelaus Asset Management
New Jersey
$802K +$1.36K +22 +0.2%
58 59
60
61 62