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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
CWM
2651
Compass Wealth Management
Connecticut
GFG
2652
Goldstone Financial Group
Illinois
RWM
2653
Reston Wealth Management
Virginia
CIP
2654
Capital Insight Partners
Arizona
WPC
2655
White Pine Capital
Minnesota
SWIG
2656
Strategic Wealth Investment Group
Kentucky
FS
2657
Financial Symmetry
North Carolina
TCM
2658
TruNorth Capital Management
Michigan
SFCL
2659
Strengthening Families & Communities LLC
Massachusetts
KWM
2660
Kiker Wealth Management
Georgia
KFP
2661
Keener Financial Planning
Texas
PFA
2662
Pathway Financial Advisers
Indiana
RCG
2663
Rock Creek Group
District of Columbia
NC
2664
North Capital
Utah
EPW
2665
Evergreen Private Wealth
Colorado
CCM
2666
Cloud Capital Management
Washington
CWM
2667
Cedar Wealth Management
California
PPA
2668
Painted Porch Advisors
California
BPAMU
2669
BTG Pactual Asset Management US
New York
DWM
2670
Dogwood Wealth Management
Kansas
LCM
2671
Logan Capital Management
Pennsylvania
DRP
2672
Decker Retirement Planning
Utah
TVWM
2673
Tower View Wealth Management
Wisconsin