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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 %
PB
1776
Prime Buchholz
New Hampshire
$467K +$1.43K +23 +0.3%
AG
1777
AmeriFlex Group
Nevada
$466K -$1.3K -21 -0.3%
EFG
1778
Elios Financial Group
Ohio
$461K +$60.5K +976 +15%
HBW
1779
Hazlett, Burt & Watson
West Virginia
$459K -$23.8K -385 -5%
WCM
1780
Wealthcare Capital Management
Virginia
$458K -$6.26K -101 -1%
GWM
1781
Gibbs Wealth Management
Georgia
$457K +$457K +7,371 New
SSWM
1782
Smith Salley Wealth Management
North Carolina
$457K – – –
WAM
1783
WNY Asset Management
New York
$457K -$3.16K -51 -0.7%
SEM
1784
Strategic Equity Management
Arizona
$456K -$6.96M -112,204 -94%
BTI
1785
Blue Trust Inc
Georgia
$456K -$158K -2,549 -26%
LOPW
1786
Live Oak Private Wealth
North Carolina
$456K -$310 -5 -0.1%
VCM
1787
Vivaldi Capital Management
Illinois
$455K +$35.1K +566 +8%
RDWM
1788
Red Door Wealth Management
Tennessee
$453K -$198K -3,194 -30%
WIP
1789
WealthCare Investment Partners
Rhode Island
$453K +$1.4K +22 +0.3%
MIAS
1790
Mason Investment Advisory Services
Virginia
$452K +$1.24K +20 +0.3%
PAM
1791
Peak Asset Management
Colorado
$451K – – –
IWP
1792
IAG Wealth Partners
Wisconsin
$451K -$44.7K -721 -9%
BDF
1793
Black Diamond Financial
Maryland
$448K +$40.6K +655 +10%
CFGW
1794
Chancellor Financial Group WB
Pennsylvania
$448K -$2.17K -35 -0.5%
MSWM
1795
Mowery & Schoenfeld Wealth Management
Illinois
$447K -$74.2K -1,197 -14%
GSF
1796
Grove Street Fiduciary
New Hampshire
$447K +$806 +13 +0.2%
PTP
1797
Platform Technology Partners
New York
$445K +$445K +7,182 New
DP
1798
DDD Partners
Washington
$443K +$124 +2 +0%
MPCL
1799
My Personal CFO LLC
Washington
$443K – – –
VIPI
1800
Vista Investment Partners II
Indiana
$442K -$107K -1,732 -20%
70 71
72
73 74