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iShares Core S&P Mid-Cap ETF

2,595 hedge funds and large institutions have $82.2B invested in iShares Core S&P Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 278 funds opening new positions, 1,078 increasing their positions, 905 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:

5% more funds holding in top 10

Funds holding in top 10: 336352 (+16)

1.56% more ownership

Funds ownership: 78.69%80.25% (+1.6%)

4% more capital invested

Capital invested by funds: $79.1B → $82.2B (+$3.09B)

Holders
2,595
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
352
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
RIS
426
Retirement Income Solutions
Michigan
$15.4M
SAA
427
Southeast Asset Advisors
Georgia
$15.3M
IWMA
428
Ironwood Wealth Management (Arizona)
Arizona
$15.3M
CF
429
Centaurus Financial
California
$15.3M
IPW
430
IronBridge Private Wealth
Texas
$15.2M
MWC
431
MKD Wealth Coaches
Michigan
$15.2M
PP
432
PDS Planning
Ohio
$15.1M
WAG
433
Winthrop Advisory Group
Massachusetts
$15.1M
BCI
434
Brinker Capital Investments
Pennsylvania
$15M
PCFFS
435
Pacific Center for Financial Services
California
$15M
SC
436
Scotia Capital
Ontario, Canada
$14.9M
CTA
437
Colonial Trust Advisors
South Carolina
$14.8M
AEPWM
438
Atlantic Edge Private Wealth Management
Florida
$14.8M
AFA
439
Aznar Financial Advisors
New Jersey
$14.8M
MWM
440
Marietta Wealth Management
Georgia
$14.8M
CIBC World Market
441
CIBC World Market
Ontario, Canada
$14.8M
AF
442
Apollon Financial
South Carolina
$14.7M
EWA
443
Encompass Wealth Advisors
Oregon
$14.7M
RSA
444
River Street Advisors
Illinois
$14.7M
CAM
445
Campion Asset Management
Virginia
$14.7M
DM
446
Diversified Management
Wisconsin
$14.6M
IA
447
IFP Advisors
Florida
$14.6M
TCM
448
Towercrest Capital Management
Pennsylvania
$14.5M
CB
449
Commerce Bank
Missouri
$14.5M
WWM
450
Western Wealth Management
Colorado
$14.4M