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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
CAG
501
Carroll Advisory Group
Texas
$12M
TD Asset Management
502
TD Asset Management
Ontario, Canada
$12M
CFB
503
Cullen/Frost Bankers
Texas
$12M
IA
504
IFG Advisory
Georgia
$11.9M
FWM
505
FFT Wealth Management
Pennsylvania
$11.9M
ANTB
506
AMG National Trust Bank
Colorado
$11.9M
HWM
507
HB Wealth Management
Georgia
$11.8M
GC
508
Grimes & Company
Massachusetts
$11.8M
TFP
509
Townsend Financial Planning
Kentucky
$11.8M
SA
510
SoundView Advisors
Washington
$11.7M
CAL
511
Capital Analysts LLC
Pennsylvania
$11.6M
MWM
512
Mission Wealth Management
California
$11.5M
RBWA
513
RFG - Bristol Wealth Advisors
Massachusetts
$11.5M
MWM
514
MTC Wealth Management
Florida
$11.4M
MPCG
515
Matrix Private Capital Group
New York
$11.4M
TF
516
Tompkins Financial
New York
$11.3M
WPW
517
Waldron Private Wealth
Pennsylvania
$11.2M
EB
518
Eastern Bank
Massachusetts
$11.2M
ITB
519
Idaho Trust Bank
Idaho
$11.2M
PWM
520
Partnership Wealth Management
Maryland
$11.1M
AF
521
Affiance Financial
Minnesota
$11.1M
DC
522
Davenport & Co
Virginia
$11.1M
PIAS
523
PCA Investment Advisory Services
Ohio
$11M
FHA
524
Flagship Harbor Advisors
Massachusetts
$11M
JF
525
JSF Financial
California
$11M