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iShares Core S&P Mid-Cap ETF

2,577 hedge funds and large institutions have $81.7B invested in iShares Core S&P Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 268 funds opening new positions, 1,074 increasing their positions, 902 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:

4% more funds holding in top 10

Funds holding in top 10: 336349 (+13)

1.03% more ownership

Funds ownership: 78.69%79.72% (+1%)

3% more capital invested

Capital invested by funds: $79.1B → $81.7B (+$2.55B)

Holders
2,577
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
349
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
NW
301
NewEdge Wealth
Pennsylvania
$23.7M
NRI
302
NFP Retirement Inc
California
$23.7M
ATC
303
Argent Trust Co
Tennessee
$23.7M
NFT
304
Nan Fung Trinity
Hong Kong
$23.7M
SWA
305
Serenus Wealth Advisors
California
$23.7M
AWM
306
Altus Wealth Management
Kentucky
$23.7M
GT
307
Glenview Trust
Kentucky
$23.2M
PA
308
Pinnacle Associates
New York
$23.1M
WDL
309
Well Done LLC
Michigan
$23.1M
HG
310
Harbor Group
New Hampshire
$23M
LC
311
LTG Capital
Massachusetts
$23M
AB
312
ANB Bank
Colorado
$22.9M
NYLIM
313
New York Life Investment Management
New York
$22.8M
DADC
314
D.A. Davidson & Co
Montana
$22.6M
Brown Advisory
315
Brown Advisory
Maryland
$22.6M
FWA
316
FSM Wealth Advisors
Ohio
$22.6M
VFIC
317
Valley Forge Investment Consultants
Pennsylvania
$22.4M
WH
318
Whitcomb & Hess
Ohio
$22.4M
AAS
319
Ameritas Advisory Services
Nebraska
$22.4M
OGF
320
Orin Green Financial
California
$22.1M
RT
321
Rockland Trust
Massachusetts
$22.1M
ABWM
322
Alpine Bank Wealth Management
Colorado
$22M
CI
323
Conning Inc
Connecticut
$21.8M
CFS
324
CGC Financial Services
Oregon
$21.8M
GT
325
Glenmede Trust
Pennsylvania
$21.8M