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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 %
FAM
2051
Flaharty Asset Management
Florida
$263K – – –
WWG
2052
West Wealth Group
California
$263K +$263K +4,191 New
AFA
2053
Alpha Financial Advisors
North Carolina
$262K -$62 -1 -0%
CB
2054
Chris Bulman
California
$261K – – –
CRI
2055
Colonial River Investments
Virginia
$261K +$4.61K +72 +2%
FA
2056
Fiduciary Alliance
South Carolina
$261K -$51.5K -831 -17%
RLIM
2057
Red Lighthouse Investment Management
New York
$260K – – –
GA
2058
GSG Advisors
New Jersey
$260K +$806 +13 +0.3%
AOWM
2059
Alpha Omega Wealth Management
Virginia
$259K – – –
SWG
2060
Summit Wealth Group
Vermont
$259K +$20.6K +333 +9%
PF
2061
Penney Financial
Texas
$259K – – –
CGL
2062
Clarius Group LLC
Washington
$259K +$259K +4,175 New
DWM
2063
DecisionMap Wealth Management
Virginia
$259K -$11.8K -190 -4%
TCM
2064
TABR Capital Management
California
$257K +$806 +13 +0.3%
CCM
2065
Chilton Capital Management
Texas
$257K +$5.58K +90 +2%
CPW
2066
Cove Private Wealth
New York
$257K +$257K +4,140 New
NAG
2067
Northstar Advisory Group
New Jersey
$254K +$8.06K +130 +3%
AA
2068
Aufman Associates
Pennsylvania
$254K – – –
FAT
2069
First American Trust
California
$254K +$254K +4,091 New
SCA
2070
Stonebridge Capital Advisors
Minnesota
$253K +$13.1K +212 +5%
RAM
2071
Riggs Asset Management
Pennsylvania
$253K -$10.8M -173,935 -98%
RP
2072
Regal Partners
Australia
$253K +$253K +4,077 New
FPW
2073
Fairvoy Private Wealth
Alabama
$253K -$1.4M -22,618 -85%
MPM
2074
Meritage Portfolio Management
Kansas
$252K +$33.9K +546 +16%
FFA
2075
Fi3 Financial Advisors
Indiana
$251K +$62 +1 +0%
81 82
83
84 85