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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
IRC
2501
Investors Research Corp
Georgia
$31.3K
DCM
2502
Davis Capital Management
Florida
$30.7K
SFC
2503
SYM Financial Corp
Indiana
$30K
MSFP
2504
Mark Sheptoff Financial Planning
Connecticut
$29.2K
MDA
2505
Minot DeBlois Advisors
Massachusetts
$28.7K
NA
2506
Networth Advisors
Pennsylvania
$28.2K
DF
2507
DecisionPoint Financial
Arizona
$27.7K
VWWMG
2508
Vermillion & White Wealth Management Group
Pennsylvania
$26.9K
SIS
2509
Strategic Investment Solutions
Illinois
$26.7K
RIA
2510
Realta Investment Advisors
Delaware
$26.2K
SA
2511
Strategic Advocates
Utah
$26.1K
FC
2512
Financial Consulate
Maryland
$24.5K
WAG
2513
Wiser Advisor Group
Arizona
$23.6K
SC
2514
Stephens Consulting
Michigan
$22.8K
HIW
2515
Holos Integrated Wealth
Pennsylvania
$22.7K
CSPIA
2516
Cary Street Partners Investment Advisory
Virginia
$21.6K
PIS
2517
POM Investment Strategies
North Carolina
$21.1K
WBC
2518
West Branch Capital
Massachusetts
$19.8K
MWM
2519
MGB Wealth Management
Texas
$19.6K
VWA
2520
VSM Wealth Advisory
Maryland
$19.1K
SRCM
2521
Signature Resources Capital Management
California
$18.7K
MA
2522
Modus Advisors
Minnesota
$18.1K
GWSG
2523
GPS Wealth Strategies Group
Colorado
$17.8K
KA
2524
Kozak & Associates
Colorado
$17.7K
HC
2525
Hurley Capital
New York
$17.6K