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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 %
ACP
2451
Aveo Capital Partners
Colorado
– -$240K -4,129 Closed
NCM
2452
Noesis Capital Mangement
Florida
– -$234K -4,015 Closed
FDS
2453
Freedom Day Solutions
Texas
– -$230K -3,936 Closed
TBNY
2454
Trustco Bank (New York)
New York
– -$226K -3,868 Closed
TNA
2455
True North Advisors
Texas
– -$223K -3,825 Closed
RCM
2456
RMR Capital Management
California
– -$221K -3,785 Closed
CF
2457
Claris Financial
Virginia
– -$232K -3,717 Closed
CFG
2458
Clayton Financial Group
Missouri
– -$216K -3,699 Closed
IPW
2459
Inlet Private Wealth
Florida
– -$202K -3,465 Closed
CCM
2460
Cloud Capital Management
Washington
– -$176K -3,023 Closed
AF
2461
Abound Financial
California
– -$161K -2,760 Closed
Bank Julius Baer & Co
2462
Bank Julius Baer & Co
Switzerland
– -$150K -2,268 Closed
HWA
2463
Heritage Wealth Advisors
Virginia
– -$127K -2,170 Closed
HH
2464
HWG Holdings
Texas
– -$100K -1,717 Closed
SIM
2465
Studio Investment Management
Illinois
– -$90K -1,543 Closed
WAOTB
2466
Wealth Advisors of Tampa Bay
Florida
– -$76.2K -1,306 Closed
PBK
2467
Peoples Bank (Kansas)
Kansas
– -$70K -1,200 Closed
KC
2468
Knuff & Co
California
– -$63.8K -1,093 Closed
MFA
2469
McClarren Financial Advisors
Pennsylvania
– -$109K -1,081 Closed
VBA
2470
von Borstel & Associates
Oregon
– -$49K -840 Closed
AF
2471
Atala Financial
California
– -$41.4K -710 Closed
WF
2472
Wayfinding Financial
Washington
– -$37K -650 Closed
HCP
2473
Hexagon Capital Partners
Arkansas
– -$32.3K -554 Closed
WAG
2474
Wiser Advisor Group
Arizona
– -$28.4K -487 Closed
MFS
2475
Mattson Financial Services
Michigan
– -$25.5K -437 Closed
96 97 98
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100