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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 %
MAWAG
2376
Mid-American Wealth Advisory Group
Missouri
$4.65K +$4.65K +75 New
HR
2377
Howe & Rusling
New York
$4.09K – – –
NWM
2378
Navigoe Wealth Management
California
$4K – – –
DWM
2379
Dogwood Wealth Management
Kansas
$3.81K +$3.81K +60 New
FFL
2380
Financial Freedom LLC
Ohio
$3.61K – – –
CSWG
2381
Cardinal Strategic Wealth Guidance
Kentucky
$3.54K – – –
PWM
2382
Parkworth Wealth Management
California
$2.54K – – –
HIMS
2383
Hager Investment Management Services
New Hampshire
$2.17K – – –
LCM
2384
Logan Capital Management
Pennsylvania
$1.55K -$8.69K -140 -85%
APW
2385
Atlantic Private Wealth
North Carolina
$1.31K +$1.31K +21 New
VWA
2386
Valued Wealth Advisors
Utah
$1.24K -$129K -2,077 -99%
BGWM
2387
Bridge Generations Wealth Management
Florida
$1.24K – – –
EWA
2388
EQ Wealth Advisors
Texas
$1.12K +$124 +2 +13%
GC
2389
Gould Capital
Washington
$992 – – –
WOC
2390
West Oak Capital
California
$713 – – –
MAM
2391
Morse Asset Management
Connecticut
$620 – – –
LC
2392
Luminist Capital
Michigan
$314 – – –
TVWM
2393
Tower View Wealth Management
Wisconsin
$2 -$4.31K -74 Closed
CYG
2394
Clean Yield Group
Vermont
$1 -$1 – –
Temasek Holdings
2395
Temasek Holdings
Singapore
– -$85.9M -1,472,640 Closed
BB
2396
Bell Bank
North Dakota
– -$38.6M -662,366 Closed
FCI
2397
Financial Counselors Inc
Kansas
– -$29.7M -509,064 Closed
DCM
2398
Dupont Capital Management
Delaware
– -$24.3M -416,055 Closed
PWM
2399
Proathlete Wealth Management
Florida
– -$19.9M -340,235 Closed
LMIM
2400
Lockheed Martin Investment Management
Maryland
– -$18.7M -321,150 Closed
94 95
96
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