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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
MFWP
2676
Mosaic Family Wealth Partners
Missouri
SWM
2677
Sterling Wealth Management
Illinois
CWM
2678
Compass Wealth Management
Connecticut
GFG
2679
Goldstone Financial Group
Illinois
RWM
2680
Reston Wealth Management
Virginia
CIP
2681
Capital Insight Partners
Arizona
WPC
2682
White Pine Capital
Minnesota
SWIG
2683
Strategic Wealth Investment Group
Kentucky
FS
2684
Financial Symmetry
North Carolina
TCM
2685
TruNorth Capital Management
Michigan
SFCL
2686
Strengthening Families & Communities LLC
Massachusetts
KWM
2687
Kiker Wealth Management
Georgia
KFP
2688
Keener Financial Planning
Texas
PFA
2689
Pathway Financial Advisers
Indiana
RCG
2690
Rock Creek Group
District of Columbia
NC
2691
North Capital
Utah
EPW
2692
Evergreen Private Wealth
Colorado
CCM
2693
Cloud Capital Management
Washington
CWM
2694
Cedar Wealth Management
California
PPA
2695
Painted Porch Advisors
California
BPAMU
2696
BTG Pactual Asset Management US
New York
DWM
2697
Dogwood Wealth Management
Kansas
LCM
2698
Logan Capital Management
Pennsylvania
DRP
2699
Decker Retirement Planning
Utah
TVWM
2700
Tower View Wealth Management
Wisconsin