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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 %
CFAM
1826
Center For Asset Management
Florida
$419K – – –
MCM
1827
Mainstream Capital Management
California
$418K -$930 -15 -0.2%
VAF
1828
Values Added Financial
District of Columbia
$418K – – –
MPW
1829
MGO Private Wealth
California
$417K -$4.28K -69 -1%
CWM
1830
Collaborative Wealth Management
Florida
$416K +$40.1K +647 +11%
JC
1831
JB Capital
Connecticut
$415K +$43.4K +700 +12%
CPA
1832
Clear Point Advisors
New York
$413K -$11.1K -179 -3%
MAM
1833
Mystic Asset Management
Rhode Island
$412K -$4.65K -75 -1%
PAA
1834
Peregrine Asset Advisers
Oregon
$412K +$744 +12 +0.2%
RCM
1835
Radnor Capital Management
Pennsylvania
$410K +$6.2K +100 +2%
OBWG
1836
Onyx Bridge Wealth Group
New York
$408K -$24.7K -399 -6%
SA
1837
Sovran Advisors
California
$408K -$479K -7,556 -54%
BWM
1838
BCGM Wealth Management
Indiana
$408K +$1.24K +20 +0.3%
JLBC
1839
J.L. Bainbridge & Co
Florida
$408K – – –
FWI
1840
Facet Wealth Inc
Maryland
$407K +$91K +1,443 +29%
ADL
1841
Asset Dedication LLC
California
$407K +$12.6K +203 +3%
OWMIAS
1842
One Wealth Management Investment & Advisory Services
Florida
$407K -$930 -15 -0.2%
DWM
1843
Dopkins Wealth Management
New York
$405K – – –
KPP
1844
Kings Path Partners
Texas
$405K -$10.9K -176 -3%
GM
1845
GeoWealth Management
Illinois
$403K -$320K -5,165 -44%
AFAS
1846
Acorn Financial Advisory Services
Virginia
$402K +$32.8K +529 +9%
FLP
1847
Financial Life Planners
Arizona
$400K -$100K -1,612 -20%
PCS
1848
Private Client Services
Kentucky
$400K +$106K +1,711 +36%
NCFG
1849
New Century Financial Group
New Jersey
$400K +$140K +2,256 +54%
MTC
1850
McDaniel Terry & Co
Texas
$399K – – –
72 73
74
75 76