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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
DAM
2501
Delta Asset Management
Tennessee
$43.9K
LI
2502
LRI Investments
Florida
$43K
Q1WB
2503
Quest 10 Wealth Builders
Virginia
$42K
AC
2504
Arjuna Capital
North Carolina
$41.6K
TWD
2505
True Wealth Design
Ohio
$41.3K
BTC
2506
Bank & Trust Company
Illinois
$41K
GAFA
2507
Garton & Associates Financial Advisors
Kentucky
$39.6K
GAMC
2508
Garner Asset Management Corp
Texas
$38.9K
TWM
2509
Timmons Wealth Management
Massachusetts
$37.2K
ACA
2510
American Capital Advisory
Idaho
$37.1K
EA
2511
Evolution Advisers
Virginia
$37K
MCA
2512
Maryland Capital Advisors
Maryland
$36.4K
EWA
2513
Elevate Wealth Advisory
Georgia
$35.6K
TC
2514
Truvestments Capital
Florida
$35.4K
NMG
2515
New Millennium Group
Utah
$35.2K
KFA
2516
Kelleher Financial Advisors
New York
$34.6K
CFS
2517
Compass Financial Services
Iowa
$33.1K
BAM
2518
Bellevue Asset Management
Washington
$33K
C
2519
Covestor
United Kingdom
$32K
PK
2520
Pflug Koory
Nebraska
$31.5K
IRC
2521
Investors Research Corp
Georgia
$31.3K
DCM
2522
Davis Capital Management
Florida
$30.7K
SFC
2523
SYM Financial Corp
Indiana
$30K
MSFP
2524
Mark Sheptoff Financial Planning
Connecticut
$29.2K
MDA
2525
Minot DeBlois Advisors
Massachusetts
$28.7K