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