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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 %
EFG
2076
Everhart Financial Group
Ohio
$250K +$2.42K +39 +1%
VWA
2077
Visionary Wealth Advisors
Illinois
$250K -$33.5K -540 -12%
CAM
2078
Creekmur Asset Management
Illinois
$248K -$1.43M -23,137 -85%
MAM
2079
Mainsail Asset Management
Alabama
$248K – – –
NPA
2080
Nichols & Pratt Advisers
Massachusetts
$248K +$248K +4,000 New
AA
2081
Addison Advisors
Vermont
$248K +$620 +10 +0.3%
MFS
2082
Madrona Financial Services
Washington
$247K +$682 +11 +0.3%
FCFC
2083
First Commonwealth Financial Corp
Pennsylvania
$247K -$2.67M -43,122 -92%
CI
2084
Ceera Investments
Texas
$247K – – –
WIM
2085
WealthPlan Investment Management
Nebraska
$246K +$246K +3,971 New
DPW
2086
DiNuzzo Private Wealth
Pennsylvania
$246K – – –
MCM
2087
Mengis Capital Management
Oregon
$246K -$11.9K -192 -5%
SWRP
2088
Summit Wealth & Retirement Planning
California
$245K – – –
CCG
2089
Coastwise Capital Group
California
$245K -$17.9K -289 -7%
SA
2090
Strategic Advisors
New York
$244K -$4.34K -70 -2%
DA
2091
Detalus Advisors
Missouri
$244K +$5.27K +85 +2%
RA
2092
Rodgers & Associates
Pennsylvania
$244K +$244K +3,927 New
IIA
2093
Integral Investment Advisors
California
$243K – – –
BAG
2094
Bridgewealth Advisory Group
California
$243K +$23.6K +380 +11%
CWS
2095
Cypress Wealth Services
California
$242K +$2.54K +41 +1%
JSA
2096
Jim Saulnier & Associates
Colorado
$242K – – –
MPW
2097
Magnolia Private Wealth
Pennsylvania
$242K – – –
FWM
2098
Focused Wealth Management
New York
$242K +$620 +10 +0.3%
IWA
2099
Icon Wealth Advisors
Texas
$242K +$10.9K +176 +5%
RBWA
2100
RFG - Bristol Wealth Advisors
Massachusetts
$241K +$241K +3,893 New
82 83
84
85 86