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iShares Core S&P Mid-Cap ETF

2,577 hedge funds and large institutions have $82B 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)

1.35% more ownership

Funds ownership: 78.69%80.04% (+1.3%)

4% more capital invested

Capital invested by funds: $79.1B → $82B (+$2.88B)

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
AWA
376
Arkadios Wealth Advisors
Georgia
$18.5M
FNT
377
First National Trust
Pennsylvania
$18.4M
KFO
378
Kopp Family Office
Minnesota
$18.4M
PWM
379
Perigon Wealth Management
California
$18.4M
NAMI
380
Nomura Asset Management International
Pennsylvania
$18.3M
PIC
381
Platt Investment Counsel
Florida
$18.2M
TSWM
382
Triangle Securities Wealth Management
North Carolina
$18.2M
CFIA
383
Cantor Fitzgerald Investment Advisors
New York
$18.2M
MSA
384
Marino Stram & Associates
Massachusetts
$18M
KLI
385
Kelman-Lazarov Inc
Tennessee
$18M
Citigroup
386
Citigroup
New York
$17.9M
CWA
387
Clarity Wealth Advisors
California
$17.9M
BW
388
BostonPremier Wealth
Massachusetts
$17.9M
AQR Capital Management
389
AQR Capital Management
Connecticut
$17.8M
CWAF
390
Core Wealth Advisors (Florida)
Florida
$17.8M
HAS
391
Holland Advisory Services
Florida
$17.7M
RCM
392
Richardson Capital Management
Wisconsin
$17.5M
LPAM
393
Lodestar Private Asset Management
California
$17.4M
SB
394
Simmons Bank
Arkansas
$17.4M
AWP
395
Accretive Wealth Partners
New Jersey
$17.3M
IWM
396
IHT Wealth Management
Illinois
$17.3M
BFS
397
Burkett Financial Services
South Carolina
$17.2M
NA
398
Nottingham Advisors
New York
$17.1M
CNC
399
Citizens & Northern Corp
Pennsylvania
$17.1M
NPF
400
Norris Perne & French
Michigan
$17.1M