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iShares Core S&P Mid-Cap ETF

2,619 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 292 funds opening new positions, 1,083 increasing their positions, 910 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:

6% more funds holding in top 10

Funds holding in top 10: 338359 (+21)

1.7% more ownership

Funds ownership: 78.74%80.43% (+1.7%)

4% more capital invested

Capital invested by funds: $79.1B → $82.4B (+$3.23B)

Holders
2,619
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
359
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
MBT
501
Montecito Bank & Trust
California
$12M
NGA
502
Naples Global Advisors
Florida
$12M
CAG
503
Carroll Advisory Group
Texas
$12M
TD Asset Management
504
TD Asset Management
Ontario, Canada
$12M
CFB
505
Cullen/Frost Bankers
Texas
$12M
IA
506
IFG Advisory
Georgia
$11.9M
FWM
507
FFT Wealth Management
Pennsylvania
$11.9M
ANTB
508
AMG National Trust Bank
Colorado
$11.9M
HWM
509
HB Wealth Management
Georgia
$11.8M
GC
510
Grimes & Company
Massachusetts
$11.8M
AF
511
AtlasMark Financial
Texas
$11.8M
TFP
512
Townsend Financial Planning
Kentucky
$11.8M
SA
513
SoundView Advisors
Washington
$11.7M
MWM
514
Mission Wealth Management
California
$11.5M
RBWA
515
RFG - Bristol Wealth Advisors
Massachusetts
$11.5M
MWM
516
MTC Wealth Management
Florida
$11.4M
MPCG
517
Matrix Private Capital Group
New York
$11.4M
TF
518
Tompkins Financial
New York
$11.3M
WPW
519
Waldron Private Wealth
Pennsylvania
$11.2M
EB
520
Eastern Bank
Massachusetts
$11.2M
ITB
521
Idaho Trust Bank
Idaho
$11.2M
PWM
522
Partnership Wealth Management
Maryland
$11.1M
AF
523
Affiance Financial
Minnesota
$11.1M
DC
524
Davenport & Co
Virginia
$11.1M
PIAS
525
PCA Investment Advisory Services
Ohio
$11M