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iShares Core S&P Mid-Cap ETF

2,579 hedge funds and large institutions have $82B invested in iShares Core S&P Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 270 funds opening new positions, 1,074 increasing their positions, 902 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:

4% more funds holding in top 10

Funds holding in top 10: 336349 (+13)

1.35% more ownership

Funds ownership: 78.69%80.04% (+1.3%)

4% more capital invested

Capital invested by funds: $79.1B → $82B (+$2.88B)

Holders
2,579
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
349
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
MWP
476
Madison Wealth Partners
Wisconsin
$12.8M
AIP
477
Ameritas Investment Partners
Nebraska
$12.8M
GA
478
GFS Advisors
Texas
$12.8M
FWTB
479
First Western Trust Bank
Colorado
$12.8M
SIC
480
Sterling Investment Counsel
New York
$12.7M
FF
481
Finley Financial
Nevada
$12.7M
PG
482
Proffitt & Goodson
Tennessee
$12.7M
LHC
483
Little House Capital
Massachusetts
$12.6M
AWM
484
AAF Wealth Management
Massachusetts
$12.6M
TWP
485
Tower Wealth Partners
Pennsylvania
$12.6M
APW
486
Alliance Private Wealth
Massachusetts
$12.6M
AF
487
Align Financial
Minnesota
$12.5M
Kayne Anderson Rudnick Investment Management
488
Kayne Anderson Rudnick Investment Management
California
$12.5M
HR
489
Hardy Reed
Mississippi
$12.5M
WFAG
490
Wescott Financial Advisory Group
Pennsylvania
$12.4M
SW
491
StrongBox Wealth
Missouri
$12.4M
TCM
492
Telos Capital Management
California
$12.3M
AAS
493
Asset Allocation Strategies
Michigan
$12.2M
DAS
494
Dynamic Advisor Solutions
Arizona
$12.2M
RhumbLine Advisers
495
RhumbLine Advisers
Massachusetts
$12.1M
PAG
496
Private Advisory Group
Washington
$12.1M
SQA
497
Simon Quick Advisors
New Jersey
$12.1M
MBT
498
Montecito Bank & Trust
California
$12M
NGA
499
Naples Global Advisors
Florida
$12M
CAG
500
Carroll Advisory Group
Texas
$12M