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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
LI
2501
LRI Investments
Florida
$43K
Q1WB
2502
Quest 10 Wealth Builders
Virginia
$42K
AC
2503
Arjuna Capital
North Carolina
$41.6K
TWD
2504
True Wealth Design
Ohio
$41.3K
BTC
2505
Bank & Trust Company
Illinois
$41K
GAFA
2506
Garton & Associates Financial Advisors
Kentucky
$39.6K
GAMC
2507
Garner Asset Management Corp
Texas
$38.9K
TWM
2508
Timmons Wealth Management
Massachusetts
$37.2K
ACA
2509
American Capital Advisory
Idaho
$37.1K
EA
2510
Evolution Advisers
Virginia
$37K
MCA
2511
Maryland Capital Advisors
Maryland
$36.4K
EWA
2512
Elevate Wealth Advisory
Georgia
$35.6K
TC
2513
Truvestments Capital
Florida
$35.4K
NMG
2514
New Millennium Group
Utah
$35.2K
KFA
2515
Kelleher Financial Advisors
New York
$34.6K
CFS
2516
Compass Financial Services
Iowa
$33.1K
BAM
2517
Bellevue Asset Management
Washington
$33K
C
2518
Covestor
United Kingdom
$32K
PK
2519
Pflug Koory
Nebraska
$31.5K
IRC
2520
Investors Research Corp
Georgia
$31.3K
DCM
2521
Davis Capital Management
Florida
$30.7K
SFC
2522
SYM Financial Corp
Indiana
$30K
MSFP
2523
Mark Sheptoff Financial Planning
Connecticut
$29.2K
MDA
2524
Minot DeBlois Advisors
Massachusetts
$28.7K
NA
2525
Networth Advisors
Pennsylvania
$28.2K