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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
CIA
576
Choate Investment Advisors
Massachusetts
$9.7M
PWA
577
Physician Wealth Advisors
Utah
$9.68M
DC
578
Destiny Capital
Colorado
$9.65M
PI
579
Pachira Investments
California
$9.64M
RIA
580
Richwood Investment Advisors
Ohio
$9.63M
AFA
581
AA Financial Advisors
Ohio
$9.59M
SFMG
582
Sage Financial Management Group
Virginia
$9.54M
NCM
583
Novare Capital Management
North Carolina
$9.5M
ABC
584
Associated Banc-Corp
Wisconsin
$9.45M
HAC
585
Harbor Advisory Corp
New Hampshire
$9.44M
CWA
586
Clarus Wealth Advisors
Arizona
$9.42M
JE
587
JMAC Enterprises
Pennsylvania
$9.4M
SWM
588
Spire Wealth Management
Virginia
$9.37M
LGA
589
Lebenthal Global Advisors
New York
$9.32M
STA
590
Summit Trail Advisors
New York
$9.2M
RSVP
591
Ramsay Stattman Vela & Price
Colorado
$9.11M
AL
592
Aspiriant LLC
California
$9.1M
SW
593
SlateStone Wealth
Florida
$9.07M
PWW
594
Pettyjohn Wood & White
Virginia
$9.04M
NPT
595
National Philanthropic Trust
Pennsylvania
$9M
LRWA
596
Long Run Wealth Advisors
New York
$9M
AFG
597
Allegheny Financial Group
Pennsylvania
$8.99M
ISWM
598
Independent Solutions Wealth Management
New York
$8.99M
DJYG
599
David J. Yvars Group
Florida
$8.99M
OWM
600
Opes Wealth Management
California
$8.97M