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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
JMFC
451
J.M. Forbes & Co
Massachusetts
$14.3M
SAG
452
SageView Advisory Group
California
$14.2M
KPWG
453
KFA Private Wealth Group
Virginia
$14.1M
Kovitz Investment Group Partners
454
Kovitz Investment Group Partners
Illinois
$14M
MWM
455
Meridian Wealth Management
Kentucky
$14M
SLT
456
St Louis Trust
Missouri
$13.8M
NCM
457
Neumann Capital Management
California
$13.8M
AFA
458
American Financial Advisors
Georgia
$13.7M
HCM
459
Highview Capital Management
Illinois
$13.7M
FW
460
Fairway Wealth
Ohio
$13.6M
PSCM
461
Per Stirling Capital Management
Texas
$13.6M
GCA
462
Gallagher Capital Advisors
Texas
$13.6M
IAN
463
Integrated Advisors Network
Texas
$13.6M
KFP
464
KMG Fiduciary Partners
Ohio
$13.5M
ONB
465
Old National Bancorp
Indiana
$13.5M
HFS
466
Hopwood Financial Services
Virginia
$13.4M
CICC
467
Capital Investment Counsel (Colorado)
Colorado
$13.3M
RSWM
468
Robertson Stephens Wealth Management
California
$13.3M
PCP
469
Panoramic Capital Partners
Oregon
$13.3M
BFP
470
Beacon Financial Planning
Massachusetts
$13.2M
FBT
471
First Bank & Trust
South Dakota
$13.1M
RWMH
472
Riverpoint Wealth Management Holdings
Illinois
$13.1M
MMA
473
Miracle Mile Advisors
California
$13M
PA
474
Parallel Advisors
California
$13M
OFG
475
Omega Financial Group
California
$12.9M