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