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iShares Core S&P Mid-Cap ETF

2,579 hedge funds and large institutions have $82B invested in iShares Core S&P Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 270 funds opening new positions, 1,074 increasing their positions, 902 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:

4% more funds holding in top 10

Funds holding in top 10: 336349 (+13)

1.35% more ownership

Funds ownership: 78.69%80.04% (+1.3%)

4% more capital invested

Capital invested by funds: $79.1B → $82B (+$2.88B)

Holders
2,579
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
349
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
GWMIA
551
Global Wealth Management Investment Advisory
Florida
$10.4M
CGFA
552
Colton Groome Financial Advisors
North Carolina
$10.4M
KWM
553
Kingsview Wealth Management
Oregon
$10.3M
YP
554
YANKCOM Partnership
South Dakota
$10.2M
CFFNO
555
Common Fund For Nonprofit Organizations
Connecticut
$10.2M
1NWS
556
1 North Wealth Services
Maryland
$10.2M
SAI
557
Savvy Advisors Inc
New York
$10.1M
EWM
558
Evercore Wealth Management
New York
$10.1M
SIM
559
Stratos Investment Management
Ohio
$10M
HHWM
560
Hiley Hunt Wealth Management
Nebraska
$10M
AI
561
Atria Investments
North Carolina
$10M
PS
562
Principal Securities
Iowa
$9.99M
PCIA
563
Prime Capital Investment Advisors
Kansas
$9.9M
AFS
564
Aft Forsyth & Sober
Florida
$9.78M
NAM
565
NTV Asset Management
West Virginia
$9.76M
GFG
566
Greenberg Financial Group
Arizona
$9.74M
WB
567
WesBanco Bank
West Virginia
$9.72M
CIA
568
Choate Investment Advisors
Massachusetts
$9.7M
PWA
569
Physician Wealth Advisors
Utah
$9.68M
DC
570
Destiny Capital
Colorado
$9.65M
PI
571
Pachira Investments
California
$9.64M
RIA
572
Richwood Investment Advisors
Ohio
$9.63M
AFA
573
AA Financial Advisors
Ohio
$9.59M
SFMG
574
Sage Financial Management Group
Virginia
$9.54M
NCM
575
Novare Capital Management
North Carolina
$9.5M