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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 %
RWA
1726
Redhawk Wealth Advisors
Minnesota
$514K -$434 -7 -0.1%
TI
1727
Trexquant Investment
Connecticut
$514K +$514K +8,290 New
SMA
1728
Seven Mile Advisory
New Jersey
$513K -$3.04K -49 -0.6%
SOAMC
1729
Spirit of America Management Corp
New York
$512K -$39.6K -628 -7%
SCP
1730
Sandhill Capital Partners
New York
$512K -$35.1K -566 -6%
MWM
1731
Melfa Wealth Management
Massachusetts
$511K +$744 +12 +0.1%
IDA
1732
Intelligence Driven Advisers
California
$511K – – –
ES
1733
Eagle Strategies
New York
$511K +$9.43K +152 +2%
SCP
1734
Stevens Capital Partners
Nebraska
$510K +$28K +447 +6%
KFA
1735
Kelleher Financial Advisors
New York
$510K – – –
LAM
1736
Lewis Asset Management
California
$509K +$26.5K +428 +5%
ONST
1737
Old North State Trust
North Carolina
$507K -$3.1M -50,033 -86%
WHCFA
1738
William Howard & Co Financial Advisors
Tennessee
$505K -$13.6K -219 -3%
RC
1739
Roundview Capital
New Jersey
$504K -$31.8K -513 -6%
HFA
1740
High Falls Advisors
New York
$504K -$6.7K -108 -1%
CCM
1741
Collar Capital Management
Wisconsin
$504K – – –
CWP
1742
CFM Wealth Partners
Texas
$503K +$1.43K +23 +0.3%
SFP
1743
Strategic Financial Partners
Oregon
$503K – – –
BWP
1744
Burling Wealth Partners
Illinois
$503K +$9.37K +151 +2%
APW
1745
Aurora Private Wealth
New Jersey
$503K +$744 +12 +0.1%
WEG
1746
World Equity Group
Illinois
$502K +$1.18K +19 +0.2%
FNBTCON
1747
First National Bank & Trust Co of Newtown
Pennsylvania
$498K +$207K +3,343 +71%
AAM
1748
Augustine Asset Management
Florida
$497K – – –
KA
1749
Kovack Advisors
Florida
$496K -$54K -871 -10%
HFS
1750
Haverford Financial Services
Pennsylvania
$496K – – –
68 69
70
71 72