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iShares Core S&P Mid-Cap ETF
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Overview Fund Activity

2,387 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, 981 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,387
Holders Change
-4
Holders Change %
-0.17%
% 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
4.75%
New
135
Increased
949
Reduced
981
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 %
TWM
2426
TriaGen Wealth Management
California
– -$706K -12,100 Closed
AWA
2427
Archvest Wealth Advisors
California
– -$661K -11,322 Closed
TVAMP
2428
Tennessee Valley Asset Management Partners
Tennessee
– -$653K -11,189 Closed
BI
2429
Ballast Inc
Kentucky
– -$591K -10,123 Closed
DDC
2430
DF Dent & Co
Maryland
– -$569K -9,750 Closed
Toronto Dominion Bank
2431
Toronto Dominion Bank
Ontario, Canada
– -$560K -9,607 Closed
SAMC
2432
Spectrum Asset Management (California)
California
– -$521K -8,933 Closed
TLFA
2433
True Link Financial Advisors
California
– -$474K -8,115 Closed
WCP
2434
Wealthcare Capital Partners
Pennsylvania
– -$440K -7,540 Closed
SCM
2435
Sheridan Capital Management
California
– -$373K -6,400 Closed
EP
2436
Edgestream Partners
New Jersey
– -$335K -5,739 Closed
YIH
2437
Y-Intercept (HK)
Hong Kong
– -$317K -5,441 Closed
BOSSRA
2438
B.O.S.S. Retirement Advisors
Utah
– -$306K -5,240 Closed
PIM
2439
Parker Investment Management
California
– -$292K -4,998 Closed
MAV
2440
Mason & Associates (Virginia)
Virginia
– -$286K -4,903 Closed
HFS
2441
Heritage Financial Services
Massachusetts
– -$268K -4,593 Closed
WFMPM
2442
Woodley Farra Manion Portfolio Management
Indiana
– -$267K -4,583 Closed
GLA
2443
Great Lakes Advisors
Illinois
– -$264K -4,529 Closed
PA
2444
Paragon Advisors
Texas
– -$258K -4,425 Closed
AC
2445
ASB Consultores
Florida
– -$258K -4,420 Closed
APA
2446
Astoria Portfolio Advisors
New York
– -$242K -4,345 Closed
TCWM
2447
Total Clarity Wealth Management
Illinois
– -$267K -4,286 Closed
PWM
2448
Praetorian Wealth Management
California
– -$242K -4,155 Closed
PCM
2449
Park Capital Management
Wisconsin
– -$242K -4,140 Closed
ACP
2450
Aveo Capital Partners
Colorado
– -$240K -4,129 Closed
96 97
98
99 100