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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
RWS
526
Rochester Wealth Strategies
Michigan
$11M
RP
527
Rice Partnership
Hawaii
$10.9M
SFP
528
Sandbox Financial Partners
Maryland
$10.9M
PBF
529
Petix & Botte Financial
California
$10.9M
LFAS
530
Level Four Advisory Services
Texas
$10.9M
TA
531
Tectonic Advisors
Texas
$10.9M
Vanguard Group
532
Vanguard Group
Pennsylvania
$10.9M
CI
533
CX Institutional
Indiana
$10.8M
IA
534
IFS Advisors
Kansas
$10.8M
EFS
535
Econ Financial Services
Pennsylvania
$10.8M
CB
536
Community Bank
New York
$10.8M
CFG
537
Carr Financial Group
Massachusetts
$10.7M
LSPW
538
Lake Street Private Wealth
Illinois
$10.7M
VCM
539
Vision Capital Management
Oregon
$10.7M
MOS
540
MGO One Seven
Ohio
$10.7M
TA
541
TruWealth Advisors
Louisiana
$10.7M
CAC
542
Certified Advisory Corp
Florida
$10.6M
RPC
543
Rossmore Private Capital
Connecticut
$10.6M
ACA
544
Affinity Capital Advisors
California
$10.6M
USB
545
Union Savings Bank
Connecticut
$10.6M
CT
546
Caldwell Trust
Florida
$10.6M
OSAM
547
O'Shaughnessy Asset Management
Connecticut
$10.6M
State of Wisconsin Investment Board
548
State of Wisconsin Investment Board
Wisconsin
$10.6M
FCBT
549
First Citizens Bank & Trust
North Carolina
$10.5M
LKWM
550
Lee-Kelleher Wealth Management
Maryland
$10.5M