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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
ABC
576
Associated Banc-Corp
Wisconsin
$9.45M
HAC
577
Harbor Advisory Corp
New Hampshire
$9.44M
CWA
578
Clarus Wealth Advisors
Arizona
$9.42M
JE
579
JMAC Enterprises
Pennsylvania
$9.4M
SWM
580
Spire Wealth Management
Virginia
$9.37M
LGA
581
Lebenthal Global Advisors
New York
$9.32M
STA
582
Summit Trail Advisors
New York
$9.2M
RSVP
583
Ramsay Stattman Vela & Price
Colorado
$9.11M
AL
584
Aspiriant LLC
California
$9.1M
SW
585
SlateStone Wealth
Florida
$9.07M
PWW
586
Pettyjohn Wood & White
Virginia
$9.04M
LRWA
587
Long Run Wealth Advisors
New York
$9M
AFG
588
Allegheny Financial Group
Pennsylvania
$8.99M
ISWM
589
Independent Solutions Wealth Management
New York
$8.99M
DJYG
590
David J. Yvars Group
Florida
$8.99M
OWM
591
Opes Wealth Management
California
$8.97M
SBH
592
Segall Bryant & Hamill
Illinois
$8.93M
MWM
593
Mascoma Wealth Management
New Hampshire
$8.89M
JWCA
594
J.W. Cole Advisors
Florida
$8.88M
MA
595
Mutual Advisors
Nebraska
$8.83M
CNBTD
596
Citizens National Bank Trust Department
Mississippi
$8.79M
BWA
597
BlueChip Wealth Advisors
Georgia
$8.75M
EL
598
EWA LLC
Pennsylvania
$8.75M
AA
599
Advisory Alpha
Michigan
$8.61M
GIA
600
GHP Investment Advisors
Colorado
$8.6M