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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 %
DC
2151
Darrow Company
Massachusetts
$216K -$5.83K -94 -3%
AIA
2152
Accelerate Investment Advisors
California
$216K -$7.26K -117 -3%
4A
2153
4Wealth Advisors
Illinois
$215K +$215K +3,464 New
MW
2154
Maia Wealth
Colorado
$214K -$205K -3,308 -49%
HWMO
2155
Heritage Wealth Management (Ohio)
Ohio
$214K +$214K +3,453 New
PSIWM
2156
Paradigm Strategies in Wealth Management
Minnesota
$214K +$682 +11 +0.3%
BF
2157
Brogan Financial
Tennessee
$214K +$620 +10 +0.3%
BFG
2158
Berger Financial Group
Minnesota
$214K -$115K -1,853 -35%
NPT
2159
Nixon Peabody Trust
Massachusetts
$213K -$24.5K -395 -10%
FFA
2160
Frazier Financial Advisors
Ohio
$213K +$186 +3 +0.1%
VP
2161
Verum Partners
North Carolina
$213K +$213K +3,433 New
UWP
2162
Uniting Wealth Partners
Kansas
$213K – – –
ECA
2163
Elevated Capital Advisors
Utah
$213K – – –
LS
2164
Leelyn Smith
Illinois
$211K +$211K +3,402 New
DP
2165
Denver PWM
Colorado
$211K -$21K -339 -9%
MAM
2166
Marquette Asset Management
Minnesota
$211K -$20.7K -334 -9%
AMIM
2167
Aull & Monroe Investment Management
Alabama
$209K +$209K +3,375 New
PHAM
2168
Palisades Hudson Asset Management
Florida
$209K +$209K +3,371 New
TAM
2169
TCP Asset Management
Ohio
$208K +$208K +3,357 New
ISFAN
2170
Investor's Fiduciary Advisor Network
Washington
$208K -$304K -4,909 -59%
FVCM
2171
F&V Capital Management
Florida
$208K +$208K +3,350 New
WPA
2172
Wealth Preservation Advisors
Tennessee
$208K – – –
RWM
2173
Reston Wealth Management
Virginia
$208K +$208K +3,346 New
CIP
2174
Capital Insight Partners
Arizona
$207K +$207K +3,345 New
GWA
2175
Gutierrez Wealth Advisory
Arkansas
$207K -$14.1K -227 -6%
85 86
87
88 89