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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
PAG
501
Private Advisory Group
Washington
$12.1M
SQA
502
Simon Quick Advisors
New Jersey
$12.1M
MBT
503
Montecito Bank & Trust
California
$12M
NGA
504
Naples Global Advisors
Florida
$12M
CAG
505
Carroll Advisory Group
Texas
$12M
TD Asset Management
506
TD Asset Management
Ontario, Canada
$12M
CFB
507
Cullen/Frost Bankers
Texas
$12M
IA
508
IFG Advisory
Georgia
$11.9M
FWM
509
FFT Wealth Management
Pennsylvania
$11.9M
ANTB
510
AMG National Trust Bank
Colorado
$11.9M
HWM
511
HB Wealth Management
Georgia
$11.8M
GC
512
Grimes & Company
Massachusetts
$11.8M
AF
513
AtlasMark Financial
Texas
$11.8M
TFP
514
Townsend Financial Planning
Kentucky
$11.8M
SA
515
SoundView Advisors
Washington
$11.7M
MWM
516
Mission Wealth Management
California
$11.5M
RBWA
517
RFG - Bristol Wealth Advisors
Massachusetts
$11.5M
A
518
Alongside
Texas
$11.4M
MWM
519
MTC Wealth Management
Florida
$11.4M
MPCG
520
Matrix Private Capital Group
New York
$11.4M
TF
521
Tompkins Financial
New York
$11.3M
WPW
522
Waldron Private Wealth
Pennsylvania
$11.2M
EB
523
Eastern Bank
Massachusetts
$11.2M
ITB
524
Idaho Trust Bank
Idaho
$11.2M
PWM
525
Partnership Wealth Management
Maryland
$11.1M