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iShares Core S&P Mid-Cap ETF

2,619 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 292 funds opening new positions, 1,083 increasing their positions, 910 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:

6% more funds holding in top 10

Funds holding in top 10: 338359 (+21)

1.7% more ownership

Funds ownership: 78.74%80.43% (+1.7%)

4% more capital invested

Capital invested by funds: $79.1B → $82.4B (+$3.23B)

Holders
2,619
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
359
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
HP
351
Hilltop Partners
Indiana
$20.1M
ACGA
352
Atlanta Consulting Group Advisors
Georgia
$20.1M
PAS
353
PKS Advisory Services
New York
$19.8M
EFA
354
Evernest Financial Advisors
Indiana
$19.7M
JA
355
JVL Associates
Michigan
$19.7M
SIA
356
Soltis Investment Advisors
Utah
$19.7M
MAM
357
Madison Asset Management
Wisconsin
$19.6M
NOI
358
Newton One Investments
Delaware
$19.6M
IFG
359
Independent Financial Group
California
$19.6M
AMG
360
Asset Management Group
Connecticut
$19.5M
CA
361
Centerpoint Advisors
Massachusetts
$19.5M
LS
362
LCW Services
Virginia
$19.4M
DFA
363
DHJJ Financial Advisors
Illinois
$19.4M
DWM
364
Dynasty Wealth Management
Florida
$19.4M
MCWS
365
McKinley Carter Wealth Services
West Virginia
$19.3M
BBHC
366
Brown Brothers Harriman & Co
New York
$19.2M
JWBC
367
J.W. Burns & Co
New York
$19.1M
ST
368
Smithfield Trust
Pennsylvania
$19.1M
CRC
369
Curi RMB Capital
Illinois
$19M
WCFA
370
Walkner Condon Financial Advisors
Wisconsin
$19M
SAM
371
Smithbridge Asset Management
Pennsylvania
$18.9M
TCA
372
Trifecta Capital Advisors
Illinois
$18.9M
LIM
373
Leavell Investment Management
Alabama
$18.8M
AWM
374
Avondale Wealth Management
Texas
$18.7M
TCWA
375
Turtle Creek Wealth Advisors
Texas
$18.5M