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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
SAA
426
Southeast Asset Advisors
Georgia
$15.3M
IWMA
427
Ironwood Wealth Management (Arizona)
Arizona
$15.3M
CF
428
Centaurus Financial
California
$15.3M
IPW
429
IronBridge Private Wealth
Texas
$15.2M
MWC
430
MKD Wealth Coaches
Michigan
$15.2M
PP
431
PDS Planning
Ohio
$15.1M
WAG
432
Winthrop Advisory Group
Massachusetts
$15.1M
BCI
433
Brinker Capital Investments
Pennsylvania
$15M
PCFFS
434
Pacific Center for Financial Services
California
$15M
SC
435
Scotia Capital
Ontario, Canada
$14.9M
CTA
436
Colonial Trust Advisors
South Carolina
$14.8M
AEPWM
437
Atlantic Edge Private Wealth Management
Florida
$14.8M
AFA
438
Aznar Financial Advisors
New Jersey
$14.8M
MWM
439
Marietta Wealth Management
Georgia
$14.8M
CIBC World Market
440
CIBC World Market
Ontario, Canada
$14.8M
AF
441
Apollon Financial
South Carolina
$14.7M
EWA
442
Encompass Wealth Advisors
Oregon
$14.7M
RSA
443
River Street Advisors
Illinois
$14.7M
CAM
444
Campion Asset Management
Virginia
$14.7M
DM
445
Diversified Management
Wisconsin
$14.6M
IA
446
IFP Advisors
Florida
$14.6M
TCM
447
Towercrest Capital Management
Pennsylvania
$14.5M
CB
448
Commerce Bank
Missouri
$14.5M
WWM
449
Western Wealth Management
Colorado
$14.4M
JMFC
450
J.M. Forbes & Co
Massachusetts
$14.3M