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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
AWM
376
Avondale Wealth Management
Texas
$18.7M
TCWA
377
Turtle Creek Wealth Advisors
Texas
$18.5M
IA
378
IFG Advisors
Missouri
$18.5M
AWA
379
Arkadios Wealth Advisors
Georgia
$18.5M
FNT
380
First National Trust
Pennsylvania
$18.4M
KFO
381
Kopp Family Office
Minnesota
$18.4M
PWM
382
Perigon Wealth Management
California
$18.4M
NAMI
383
Nomura Asset Management International
Pennsylvania
$18.3M
PIC
384
Platt Investment Counsel
Florida
$18.2M
TSWM
385
Triangle Securities Wealth Management
North Carolina
$18.2M
CFIA
386
Cantor Fitzgerald Investment Advisors
New York
$18.2M
MSA
387
Marino Stram & Associates
Massachusetts
$18M
KLI
388
Kelman-Lazarov Inc
Tennessee
$18M
Citigroup
389
Citigroup
New York
$17.9M
CWA
390
Clarity Wealth Advisors
California
$17.9M
BW
391
BostonPremier Wealth
Massachusetts
$17.9M
AQR Capital Management
392
AQR Capital Management
Connecticut
$17.8M
CWAF
393
Core Wealth Advisors (Florida)
Florida
$17.8M
HAS
394
Holland Advisory Services
Florida
$17.7M
RCM
395
Richardson Capital Management
Wisconsin
$17.5M
LPAM
396
Lodestar Private Asset Management
California
$17.4M
SB
397
Simmons Bank
Arkansas
$17.4M
AWP
398
Accretive Wealth Partners
New Jersey
$17.3M
IWM
399
IHT Wealth Management
Illinois
$17.3M
BFS
400
Burkett Financial Services
South Carolina
$17.2M