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iShares Core S&P Mid-Cap ETF

2,595 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 278 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
2,595
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
SEP
2476
Signature Equity Partners
Ohio
$65.1K
TC
2477
Trust Company
Kansas
$64K
NSG
2478
Nalls Sherbakoff Group
Tennessee
$63.9K
EPAM
2479
Evelyn Partners Asset Management
$63.4K
DWS
2480
Dynamic Wealth Strategies
California
$62.7K
BA
2481
Ballast Advisors
Minnesota
$62K
ACA
2482
Atlas Capital Advisors
Wyoming
$61.7K
BIM
2483
Breakwater Investment Management
Washington
$59K
POIA
2484
Pin Oak Investment Advisors
Texas
$58K
KFG
2485
Kingdom Financial Group
Arizona
$55.4K
GK
2486
Graney & King
New York
$54.3K
RCM
2487
Raleigh Capital Management
North Carolina
$53.2K
MPW
2488
MASECO Private Wealth
$52.2K
RF
2489
Roxbury Financial
New Jersey
$51.5K
APW
2490
Aventura Private Wealth
Florida
$51.5K
AW
2491
Ankerstar Wealth
Texas
$49.8K
CIA
2492
Cape Investment Advisory
Georgia
$49.5K
SWIM
2493
Smallwood Wealth Investment Management
New Jersey
$49.5K
MSWA
2494
Marshall & Sterling Wealth Advisors
New York
$49.4K
TCM
2495
Triumph Capital Management
Colorado
$48.8K
MWPCG
2496
Measured Wealth Private Client Group
New Hampshire
$47.5K
NFSG
2497
Newbridge Financial Services Group
Florida
$46.3K
HICL
2498
Hamrick Investment Counsel, llc
Washington
$44.6K
AIM
2499
Access Investment Management
Georgia
$44.1K
DAM
2500
Delta Asset Management
Tennessee
$43.9K