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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
WWM
451
Western Wealth Management
Colorado
$14.4M
CAL
452
Capital Analysts LLC
Pennsylvania
$14.4M
JMFC
453
J.M. Forbes & Co
Massachusetts
$14.3M
SAG
454
SageView Advisory Group
California
$14.2M
KPWG
455
KFA Private Wealth Group
Virginia
$14.1M
Kovitz Investment Group Partners
456
Kovitz Investment Group Partners
Illinois
$14M
MWM
457
Meridian Wealth Management
Kentucky
$14M
SLT
458
St Louis Trust
Missouri
$13.8M
NCM
459
Neumann Capital Management
California
$13.8M
AFA
460
American Financial Advisors
Georgia
$13.7M
HCM
461
Highview Capital Management
Illinois
$13.7M
FW
462
Fairway Wealth
Ohio
$13.6M
PSCM
463
Per Stirling Capital Management
Texas
$13.6M
GCA
464
Gallagher Capital Advisors
Texas
$13.6M
IAN
465
Integrated Advisors Network
Texas
$13.6M
KFP
466
KMG Fiduciary Partners
Ohio
$13.5M
ONB
467
Old National Bancorp
Indiana
$13.5M
HFS
468
Hopwood Financial Services
Virginia
$13.4M
CICC
469
Capital Investment Counsel (Colorado)
Colorado
$13.3M
RSWM
470
Robertson Stephens Wealth Management
California
$13.3M
PCP
471
Panoramic Capital Partners
Oregon
$13.3M
BFP
472
Beacon Financial Planning
Massachusetts
$13.2M
FBT
473
First Bank & Trust
South Dakota
$13.1M
RWMH
474
Riverpoint Wealth Management Holdings
Illinois
$13.1M
MMA
475
Miracle Mile Advisors
California
$13M