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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
B
351
Bailard
California
$20.3M
MM
352
Meridian Management
Arkansas
$20.2M
HP
353
Hilltop Partners
Indiana
$20.1M
ACGA
354
Atlanta Consulting Group Advisors
Georgia
$20.1M
PAS
355
PKS Advisory Services
New York
$19.8M
EFA
356
Evernest Financial Advisors
Indiana
$19.7M
JA
357
JVL Associates
Michigan
$19.7M
SIA
358
Soltis Investment Advisors
Utah
$19.7M
MAM
359
Madison Asset Management
Wisconsin
$19.6M
NOI
360
Newton One Investments
Delaware
$19.6M
IFG
361
Independent Financial Group
California
$19.6M
AMG
362
Asset Management Group
Connecticut
$19.5M
CA
363
Centerpoint Advisors
Massachusetts
$19.5M
LS
364
LCW Services
Virginia
$19.4M
DFA
365
DHJJ Financial Advisors
Illinois
$19.4M
DWM
366
Dynasty Wealth Management
Florida
$19.4M
MCWS
367
McKinley Carter Wealth Services
West Virginia
$19.3M
BBHC
368
Brown Brothers Harriman & Co
New York
$19.2M
JWBC
369
J.W. Burns & Co
New York
$19.1M
ST
370
Smithfield Trust
Pennsylvania
$19.1M
CRC
371
Curi RMB Capital
Illinois
$19M
WCFA
372
Walkner Condon Financial Advisors
Wisconsin
$19M
SAM
373
Smithbridge Asset Management
Pennsylvania
$18.9M
TCA
374
Trifecta Capital Advisors
Illinois
$18.9M
LIM
375
Leavell Investment Management
Alabama
$18.8M