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iShares Core S&P Mid-Cap ETF

2,619 hedge funds and large institutions have $82.4B invested in iShares Core S&P Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 292 funds opening new positions, 1,083 increasing their positions, 910 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

6% more funds holding in top 10

Funds holding in top 10: 338359 (+21)

1.7% more ownership

Funds ownership: 78.74%80.43% (+1.7%)

4% more capital invested

Capital invested by funds: $79.1B → $82.4B (+$3.23B)

Holders
2,619
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
359
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$30.9M
Puts
$10.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
226
Beacon Pointe Advisors
California
$33.5M
RAM
227
Robinhood Asset Management
California
$33.4M
WHG
228
Westwood Holdings Group
Texas
$33M
MT
229
Midwest Trust
Kansas
$32.9M
GLLW
230
Graves Light Lenhart Wealth
Virginia
$32.6M
CT
231
Coastline Trust
Rhode Island
$32.6M
VCM
232
Verde Capital Management
Michigan
$32.4M
UFAC
233
Urban Financial Advisory Corp
Illinois
$32.4M
NC
234
NewSquare Capital
Pennsylvania
$32.3M
BHWM
235
Bar Harbor Wealth Management
New Hampshire
$32.2M
LFG
236
Leverty Financial Group
Wisconsin
$32.2M
CC
237
Courier Capital
New York
$32.1M
ETS
238
ESL Trust Services
New York
$32M
EWA
239
EP Wealth Advisors
California
$32M
FMWA
240
Forvis Mazars Wealth Advisors
Missouri
$31.8M
CAG
241
Crestwood Advisors Group
Massachusetts
$31.5M
SIC
242
Shoker Investment Counsel
Ohio
$31.3M
DA
243
Drake & Associates
Wisconsin
$31.2M
SWM
244
Stockman Wealth Management
Montana
$31.1M
VC
245
Vicus Capital
Pennsylvania
$30.8M
Thrivent Financial for Lutherans
246
Thrivent Financial for Lutherans
Minnesota
$30.7M
NFG
247
Nations Financial Group
Iowa
$30.7M
Jane Street
248
Jane Street
New York
$30.7M
OSNBOA
249
Old Second National Bank of Aurora
Illinois
$30.7M
FFA
250
Farther Finance Advisors
California
$30.4M