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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 %
WA
2176
Wealth Architects
California
$207K -$10.9K -175 -5%
LFGO
2177
Legacy Financial Group (Oklahoma)
Oklahoma
$207K +$207K +3,340 New
SFP
2178
Strategic Financial Planning
Texas
$207K +$207K +3,339 New
BFP
2179
Briaud Financial Planning
Texas
$207K +$34.7K +560 +20%
BL
2180
BFSG LLC
California
$207K -$25.4K -410 -11%
WPC
2181
White Pine Capital
Minnesota
$207K +$207K +3,335 New
EFG
2182
Ehrlich Financial Group
California
$207K -$7.75K -125 -4%
LWP
2183
LeClair Wealth Partners
Ohio
$206K +$206K +3,321 New
EPW
2184
Endeavor Private Wealth
Kansas
$206K +$206K +3,320 New
AL
2185
ACAS LLC
California
$205K +$205K +3,173 New
MOACM
2186
Mutual of America Capital Management
New York
$205K -$13.5K -218 -6%
FFO
2187
Fiduciary Family Office
Florida
$203K -$56.7K -915 -22%
SP
2188
Stablepoint Partners
Massachusetts
$203K +$203K +3,274 New
FS
2189
Financial Symmetry
North Carolina
$203K -$82.4K -1,328 -29%
OWM
2190
OneAscent Wealth Management
Alabama
$203K -$73.9K -1,193 -27%
STCOSD
2191
Sageworth Trust Company of South Dakota
South Dakota
$203K +$203K +3,273 New
VAMG
2192
Voisard Asset Management Group
Michigan
$202K +$202K +3,255 New
C1AG
2193
Client 1st Advisory Group
Florida
$201K +$201K +3,238 New
MWA
2194
Monograph Wealth Advisors
California
$200K +$200K +3,231 New
ALWM
2195
Andrews Lucia Wealth Management
California
$200K – – –
SWM
2196
Sterling Wealth Management
Illinois
$200K +$200K +3,226 New
CCP
2197
Clarity Capital Partners
California
$200K -$149K -2,400 -43%
CMI
2198
Clare Market Investments
Texas
$200K +$200K +3,225 New
WCAMG
2199
Woodard & Company Asset Management Group
North Carolina
$198K – – –
SO
2200
Sierra Ocean
California
$190K – – –
86 87
88
89 90