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iShares Core S&P Mid-Cap ETF

2,577 hedge funds and large institutions have $81.7B invested in iShares Core S&P Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 269 funds opening new positions, 1,073 increasing their positions, 902 reducing their positions, and 64 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:

4% more funds holding in top 10

Funds holding in top 10: 336349 (+13)

1.03% more ownership

Funds ownership: 78.69%79.72% (+1%)

3% more capital invested

Capital invested by funds: $79.1B → $81.7B (+$2.56B)

Holders
2,577
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
349
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
MSWA
2476
Marshall & Sterling Wealth Advisors
New York
$49.4K
TCM
2477
Triumph Capital Management
Colorado
$48.8K
MWPCG
2478
Measured Wealth Private Client Group
New Hampshire
$47.5K
NFSG
2479
Newbridge Financial Services Group
Florida
$46.3K
AIM
2480
Access Investment Management
Georgia
$44.1K
DAM
2481
Delta Asset Management
Tennessee
$43.9K
LI
2482
LRI Investments
Florida
$43K
Q1WB
2483
Quest 10 Wealth Builders
Virginia
$42K
AC
2484
Arjuna Capital
North Carolina
$41.6K
TWD
2485
True Wealth Design
Ohio
$41.3K
BTC
2486
Bank & Trust Company
Illinois
$41K
GAFA
2487
Garton & Associates Financial Advisors
Kentucky
$39.6K
GAMC
2488
Garner Asset Management Corp
Texas
$38.9K
TWM
2489
Timmons Wealth Management
Massachusetts
$37.2K
ACA
2490
American Capital Advisory
Idaho
$37.1K
EA
2491
Evolution Advisers
Virginia
$37K
MCA
2492
Maryland Capital Advisors
Maryland
$36.4K
EWA
2493
Elevate Wealth Advisory
Georgia
$35.6K
TC
2494
Truvestments Capital
Florida
$35.4K
NMG
2495
New Millennium Group
Utah
$35.2K
KFA
2496
Kelleher Financial Advisors
New York
$34.6K
CFS
2497
Compass Financial Services
Iowa
$33.1K
BAM
2498
Bellevue Asset Management
Washington
$33K
C
2499
Covestor
United Kingdom
$32K
PK
2500
Pflug Koory
Nebraska
$31.5K