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iShares Core S&P Mid-Cap ETF

2,630 hedge funds and large institutions have $82.4B invested in iShares Core S&P Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 297 funds opening new positions, 1,085 increasing their positions, 912 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:

7% more funds holding in top 10

Funds holding in top 10: 338363 (+25)

1.74% more ownership

Funds ownership: 78.76%80.5% (+1.7%)

4% more capital invested

Capital invested by funds: $79.2B → $82.4B (+$3.28B)

Holders
2,630
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
363
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
CMP
2501
Coston McIsaac & Partners
Maine
$68K
FWA
2502
Flagship Wealth Advisors
Massachusetts
$68K
TAM
2503
Tucker Asset Management
Colorado
$67.5K
BHWM
2504
Beaird Harris Wealth Management
Texas
$67.1K
HPWM
2505
High Point Wealth Management
New Jersey
$66K
SEP
2506
Signature Equity Partners
Ohio
$65.1K
TC
2507
Trust Company
Kansas
$64K
NSG
2508
Nalls Sherbakoff Group
Tennessee
$63.9K
EPAM
2509
Evelyn Partners Asset Management
$63.4K
DWS
2510
Dynamic Wealth Strategies
California
$62.7K
BA
2511
Ballast Advisors
Minnesota
$62K
ACA
2512
Atlas Capital Advisors
Wyoming
$61.7K
BIM
2513
Breakwater Investment Management
Washington
$59K
POIA
2514
Pin Oak Investment Advisors
Texas
$58K
KFG
2515
Kingdom Financial Group
Arizona
$55.4K
GK
2516
Graney & King
New York
$54.3K
RCM
2517
Raleigh Capital Management
North Carolina
$53.2K
MPW
2518
MASECO Private Wealth
$52.2K
PFO
2519
Pioneer Family Office
Florida
$51.9K
RF
2520
Roxbury Financial
New Jersey
$51.5K
APW
2521
Aventura Private Wealth
Florida
$51.5K
AW
2522
Ankerstar Wealth
Texas
$49.8K
CIA
2523
Cape Investment Advisory
Georgia
$49.5K
SWIM
2524
Smallwood Wealth Investment Management
New Jersey
$49.5K
MSWA
2525
Marshall & Sterling Wealth Advisors
New York
$49.4K