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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 %
ML
1851
McAdam LLC
Pennsylvania
$399K +$155K +2,498 +63%
MFP
1852
Meridian Financial Partners
Virginia
$399K -$6.2K -100 -2%
SFG
1853
Sunburst Financial Group
Alabama
$399K +$62 +1 +0%
PAM
1854
Prodigy Asset Management
Nebraska
$398K – – –
BCP
1855
Berkeley Capital Partners
Georgia
$398K – – –
TF
1856
Trek Financial
Arizona
$397K +$23.1K +373 +6%
FM
1857
Foster & Motley
Ohio
$397K – – –
PWM
1858
Prosperity Wealth Management
California
$397K -$1.3M -20,931 -77%
MAWA
1859
Moss Adams Wealth Advisors
Washington
$395K -$3.6K -58 -0.9%
MHIC
1860
Marble Harbor Investment Counsel
Massachusetts
$393K – – –
AWM
1861
Abound Wealth Management
Tennessee
$392K -$1.74K -28 -0.4%
AIC
1862
Archer Investment Corporation
Indiana
$391K -$620 -10 -0.2%
JPMIA
1863
J.P. Marvel Investment Advisors
Massachusetts
$390K – – –
PWP
1864
Perfromance Wealth Partners
Illinois
$389K -$36.3K -585 -9%
LWM
1865
Latko Wealth Management
Illinois
$388K +$23.3K +376 +6%
FFWA
1866
Forthright Family Wealth Advisory
Texas
$386K +$160K +2,578 +71%
PIA
1867
Pollock Investment Advisors
Michigan
$383K – – –
GWA
1868
Gratus Wealth Advisors
Virginia
$383K +$383K +6,169 New
RFG
1869
Range Financial Group
Oregon
$383K -$4.28K -69 -1%
FB
1870
First Bancorp
Maine
$382K – – –
HIP
1871
HUB Investment Partners
Texas
$382K -$47.1K -760 -11%
HT
1872
Headlands Technologies
Illinois
$382K +$382K +6,155 New
FFM
1873
Forum Financial Management
Illinois
$381K +$82.4K +1,328 +28%
LA
1874
Latitude Advisors
Florida
$381K -$25.4K -409 -6%
GWSG
1875
GPS Wealth Strategies Group
Colorado
$380K +$16.9K +272 +5%
73 74
75
76 77