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iShares Core S&P Mid-Cap ETF

2,597 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 280 funds opening new positions, 1,078 increasing their positions, 905 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: 336352 (+16)

1.56% more ownership

Funds ownership: 78.69%80.25% (+1.6%)

4% more capital invested

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

Holders
2,597
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
352
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
HPWM
2476
High Point Wealth Management
New Jersey
$66K
SEP
2477
Signature Equity Partners
Ohio
$65.1K
TC
2478
Trust Company
Kansas
$64K
NSG
2479
Nalls Sherbakoff Group
Tennessee
$63.9K
EPAM
2480
Evelyn Partners Asset Management
$63.4K
DWS
2481
Dynamic Wealth Strategies
California
$62.7K
BA
2482
Ballast Advisors
Minnesota
$62K
ACA
2483
Atlas Capital Advisors
Wyoming
$61.7K
BIM
2484
Breakwater Investment Management
Washington
$59K
POIA
2485
Pin Oak Investment Advisors
Texas
$58K
KFG
2486
Kingdom Financial Group
Arizona
$55.4K
GK
2487
Graney & King
New York
$54.3K
RCM
2488
Raleigh Capital Management
North Carolina
$53.2K
MPW
2489
MASECO Private Wealth
$52.2K
RF
2490
Roxbury Financial
New Jersey
$51.5K
APW
2491
Aventura Private Wealth
Florida
$51.5K
AW
2492
Ankerstar Wealth
Texas
$49.8K
CIA
2493
Cape Investment Advisory
Georgia
$49.5K
SWIM
2494
Smallwood Wealth Investment Management
New Jersey
$49.5K
MSWA
2495
Marshall & Sterling Wealth Advisors
New York
$49.4K
TCM
2496
Triumph Capital Management
Colorado
$48.8K
MWPCG
2497
Measured Wealth Private Client Group
New Hampshire
$47.5K
NFSG
2498
Newbridge Financial Services Group
Florida
$46.3K
HICL
2499
Hamrick Investment Counsel, llc
Washington
$44.6K
AIM
2500
Access Investment Management
Georgia
$44.1K