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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 %
GSIS
1751
Global Strategic Investment Solutions
Arizona
$496K -$2.11K -34 -0.4%
MCA
1752
Martin Capital Advisors
Texas
$495K – – –
BIG
1753
Brooklyn Investment Group
New York
$494K +$326K +12,678 +195%
AWM
1754
Accredited Wealth Management
Kentucky
$492K +$80.6K +1,300 +20%
PA
1755
Procyon Advisors
Connecticut
$492K -$2.31M -37,185 -82%
SFO
1756
Stokes Family Office
Louisiana
$487K -$8.37K -135 -2%
LA
1757
LVW Advisors
New York
$485K -$7.88K -127 -2%
SEP
1758
Southland Equity Partners
Missouri
$485K -$7.13K -115 -1%
LSA
1759
Lion Street Advisors
Texas
$485K -$6.26K -101 -1%
TWA
1760
TCI Wealth Advisors
Arizona
$484K +$237K +3,824 +96%
PIA
1761
Panoramic Investment Advisors
Colorado
$483K -$255K -4,118 -35%
HWM
1762
Hohimer Wealth Management
Washington
$482K -$14.5K -234 -3%
EHC
1763
Everett Harris & Co
California
$481K -$12.4K -200 -3%
DMC
1764
Drexel Morgan & Co
Pennsylvania
$481K – – –
FI
1765
FWG Investments
Kentucky
$479K +$479K +7,727 New
SAM
1766
SP Asset Management
California
$479K +$496 +8 +0.1%
ME
1767
McIlrath & Eck
Washington
$478K -$6.51K -105 -1%
CA
1768
Carson Advisory
Georgia
$477K +$24.1K +388 +5%
WMA
1769
Wealth Management Associates
New Jersey
$475K – – –
PWM
1770
Paulson Wealth Management
Illinois
$472K – – –
SAM
1771
Sawgrass Asset Management
Florida
$472K -$147K -2,367 -24%
QP
1772
Quartz Partners
New York
$471K +$195K +3,145 +71%
LWCFA
1773
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$469K -$30.4K -490 -6%
APW
1774
Austin Private Wealth
Texas
$467K -$100K -1,615 -18%
FA
1775
Fermata Advisors
California
$467K -$71K -1,144 -13%
69 70
71
72 73