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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
HSWM
426
Hubbell Strickland Wealth Management
Louisiana
$15.7M
ET
427
Equitable Trust
Tennessee
$15.7M
SP
428
SWS Partners
Ohio
$15.5M
RIS
429
Retirement Income Solutions
Michigan
$15.4M
SAA
430
Southeast Asset Advisors
Georgia
$15.3M
IWMA
431
Ironwood Wealth Management (Arizona)
Arizona
$15.3M
CF
432
Centaurus Financial
California
$15.3M
IPW
433
IronBridge Private Wealth
Texas
$15.2M
MWC
434
MKD Wealth Coaches
Michigan
$15.2M
PP
435
PDS Planning
Ohio
$15.1M
WAG
436
Winthrop Advisory Group
Massachusetts
$15.1M
BCI
437
Brinker Capital Investments
Pennsylvania
$15M
PCFFS
438
Pacific Center for Financial Services
California
$15M
SC
439
Scotia Capital
Ontario, Canada
$14.9M
CTA
440
Colonial Trust Advisors
South Carolina
$14.8M
AEPWM
441
Atlantic Edge Private Wealth Management
Florida
$14.8M
AFA
442
Aznar Financial Advisors
New Jersey
$14.8M
MWM
443
Marietta Wealth Management
Georgia
$14.8M
CIBC World Market
444
CIBC World Market
Ontario, Canada
$14.8M
AF
445
Apollon Financial
South Carolina
$14.7M
EWA
446
Encompass Wealth Advisors
Oregon
$14.7M
RSA
447
River Street Advisors
Illinois
$14.7M
CAM
448
Campion Asset Management
Virginia
$14.7M
DM
449
Diversified Management
Wisconsin
$14.6M
IA
450
IFP Advisors
Florida
$14.6M