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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
TCM
451
Towercrest Capital Management
Pennsylvania
$14.5M
CB
452
Commerce Bank
Missouri
$14.5M
WWM
453
Western Wealth Management
Colorado
$14.4M
CAL
454
Capital Analysts LLC
Pennsylvania
$14.4M
JMFC
455
J.M. Forbes & Co
Massachusetts
$14.3M
SAG
456
SageView Advisory Group
California
$14.2M
KPWG
457
KFA Private Wealth Group
Virginia
$14.1M
Kovitz Investment Group Partners
458
Kovitz Investment Group Partners
Illinois
$14M
MWM
459
Meridian Wealth Management
Kentucky
$14M
SLT
460
St Louis Trust
Missouri
$13.8M
NCM
461
Neumann Capital Management
California
$13.8M
AFA
462
American Financial Advisors
Georgia
$13.7M
HCM
463
Highview Capital Management
Illinois
$13.7M
FW
464
Fairway Wealth
Ohio
$13.6M
PSCM
465
Per Stirling Capital Management
Texas
$13.6M
GCA
466
Gallagher Capital Advisors
Texas
$13.6M
IAN
467
Integrated Advisors Network
Texas
$13.6M
KFP
468
KMG Fiduciary Partners
Ohio
$13.5M
ONB
469
Old National Bancorp
Indiana
$13.5M
HFS
470
Hopwood Financial Services
Virginia
$13.4M
CICC
471
Capital Investment Counsel (Colorado)
Colorado
$13.3M
RSWM
472
Robertson Stephens Wealth Management
California
$13.3M
PCP
473
Panoramic Capital Partners
Oregon
$13.3M
BFP
474
Beacon Financial Planning
Massachusetts
$13.2M
FBT
475
First Bank & Trust
South Dakota
$13.1M