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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
AF
526
Affiance Financial
Minnesota
$11.1M
DC
527
Davenport & Co
Virginia
$11.1M
PIAS
528
PCA Investment Advisory Services
Ohio
$11M
FHA
529
Flagship Harbor Advisors
Massachusetts
$11M
JF
530
JSF Financial
California
$11M
RWS
531
Rochester Wealth Strategies
Michigan
$11M
RP
532
Rice Partnership
Hawaii
$10.9M
SFP
533
Sandbox Financial Partners
Maryland
$10.9M
PBF
534
Petix & Botte Financial
California
$10.9M
LFAS
535
Level Four Advisory Services
Texas
$10.9M
TA
536
Tectonic Advisors
Texas
$10.9M
Vanguard Group
537
Vanguard Group
Pennsylvania
$10.9M
CI
538
CX Institutional
Indiana
$10.8M
IA
539
IFS Advisors
Kansas
$10.8M
EFS
540
Econ Financial Services
Pennsylvania
$10.8M
MHC
541
May Hill Capital
Massachusetts
$10.8M
CB
542
Community Bank
New York
$10.8M
CFG
543
Carr Financial Group
Massachusetts
$10.7M
LSPW
544
Lake Street Private Wealth
Illinois
$10.7M
VCM
545
Vision Capital Management
Oregon
$10.7M
MOS
546
MGO One Seven
Ohio
$10.7M
TA
547
TruWealth Advisors
Louisiana
$10.7M
CAC
548
Certified Advisory Corp
Florida
$10.6M
RPC
549
Rossmore Private Capital
Connecticut
$10.6M
ACA
550
Affinity Capital Advisors
California
$10.6M