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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
SFMG
576
Sage Financial Management Group
Virginia
$9.54M
NCM
577
Novare Capital Management
North Carolina
$9.5M
ABC
578
Associated Banc-Corp
Wisconsin
$9.45M
HAC
579
Harbor Advisory Corp
New Hampshire
$9.44M
CWA
580
Clarus Wealth Advisors
Arizona
$9.42M
JE
581
JMAC Enterprises
Pennsylvania
$9.4M
SWM
582
Spire Wealth Management
Virginia
$9.37M
LGA
583
Lebenthal Global Advisors
New York
$9.32M
STA
584
Summit Trail Advisors
New York
$9.2M
RSVP
585
Ramsay Stattman Vela & Price
Colorado
$9.11M
AL
586
Aspiriant LLC
California
$9.1M
SW
587
SlateStone Wealth
Florida
$9.07M
PWW
588
Pettyjohn Wood & White
Virginia
$9.04M
LRWA
589
Long Run Wealth Advisors
New York
$9M
AFG
590
Allegheny Financial Group
Pennsylvania
$8.99M
ISWM
591
Independent Solutions Wealth Management
New York
$8.99M
DJYG
592
David J. Yvars Group
Florida
$8.99M
OWM
593
Opes Wealth Management
California
$8.97M
SBH
594
Segall Bryant & Hamill
Illinois
$8.93M
MWM
595
Mascoma Wealth Management
New Hampshire
$8.89M
JWCA
596
J.W. Cole Advisors
Florida
$8.88M
MA
597
Mutual Advisors
Nebraska
$8.83M
CNBTD
598
Citizens National Bank Trust Department
Mississippi
$8.79M
BWA
599
BlueChip Wealth Advisors
Georgia
$8.75M
EL
600
EWA LLC
Pennsylvania
$8.75M