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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
TCM
2501
Triumph Capital Management
Colorado
$48.8K
MWPCG
2502
Measured Wealth Private Client Group
New Hampshire
$47.5K
NFSG
2503
Newbridge Financial Services Group
Florida
$46.3K
HIC
2504
Hamrick Investment Counsel
Washington
$44.6K
AIM
2505
Access Investment Management
Georgia
$44.1K
DAM
2506
Delta Asset Management
Tennessee
$43.9K
LI
2507
LRI Investments
Florida
$43K
Q1WB
2508
Quest 10 Wealth Builders
Virginia
$42K
AC
2509
Arjuna Capital
North Carolina
$41.6K
TWD
2510
True Wealth Design
Ohio
$41.3K
BTC
2511
Bank & Trust Company
Illinois
$41K
GAFA
2512
Garton & Associates Financial Advisors
Kentucky
$39.6K
GAMC
2513
Garner Asset Management Corp
Texas
$38.9K
TWM
2514
Timmons Wealth Management
Massachusetts
$37.2K
ACA
2515
American Capital Advisory
Idaho
$37.1K
EA
2516
Evolution Advisers
Virginia
$37K
MCA
2517
Maryland Capital Advisors
Maryland
$36.4K
EWA
2518
Elevate Wealth Advisory
Georgia
$35.6K
TC
2519
Truvestments Capital
Florida
$35.4K
NMG
2520
New Millennium Group
Utah
$35.2K
KFA
2521
Kelleher Financial Advisors
New York
$34.6K
CFS
2522
Compass Financial Services
Iowa
$33.1K
BAM
2523
Bellevue Asset Management
Washington
$33K
C
2524
Covestor
United Kingdom
$32K
PK
2525
Pflug Koory
Nebraska
$31.5K