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