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iShares Core S&P Mid-Cap ETF

2,602 hedge funds and large institutions have $82.2B invested in iShares Core S&P Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 282 funds opening new positions, 1,080 increasing their positions, 906 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:

5% more funds holding in top 10

Funds holding in top 10: 338354 (+16)

1.56% more ownership

Funds ownership: 78.71%80.26% (+1.6%)

4% more capital invested

Capital invested by funds: $79.1B → $82.2B (+$3.09B)

Holders
2,602
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
354
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
OAJ
2476
Ogorek Anthony Joseph
New York
$69K
CMP
2477
Coston McIsaac & Partners
Maine
$68K
FWA
2478
Flagship Wealth Advisors
Massachusetts
$68K
TAM
2479
Tucker Asset Management
Colorado
$67.5K
BHWM
2480
Beaird Harris Wealth Management
Texas
$67.1K
HPWM
2481
High Point Wealth Management
New Jersey
$66K
SEP
2482
Signature Equity Partners
Ohio
$65.1K
TC
2483
Trust Company
Kansas
$64K
NSG
2484
Nalls Sherbakoff Group
Tennessee
$63.9K
EPAM
2485
Evelyn Partners Asset Management
$63.4K
DWS
2486
Dynamic Wealth Strategies
California
$62.7K
BA
2487
Ballast Advisors
Minnesota
$62K
ACA
2488
Atlas Capital Advisors
Wyoming
$61.7K
BIM
2489
Breakwater Investment Management
Washington
$59K
POIA
2490
Pin Oak Investment Advisors
Texas
$58K
KFG
2491
Kingdom Financial Group
Arizona
$55.4K
GK
2492
Graney & King
New York
$54.3K
RCM
2493
Raleigh Capital Management
North Carolina
$53.2K
MPW
2494
MASECO Private Wealth
$52.2K
RF
2495
Roxbury Financial
New Jersey
$51.5K
APW
2496
Aventura Private Wealth
Florida
$51.5K
AW
2497
Ankerstar Wealth
Texas
$49.8K
CIA
2498
Cape Investment Advisory
Georgia
$49.5K
SWIM
2499
Smallwood Wealth Investment Management
New Jersey
$49.5K
MSWA
2500
Marshall & Sterling Wealth Advisors
New York
$49.4K