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iShares Core S&P Mid-Cap ETF

2,580 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 271 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
2,580
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
BOJHT
601
Bank of Jackson Hole Trust
Wyoming
$8.53M
RL
602
Rogco LP
Oklahoma
$8.5M
MIM
603
MetLife Investment Management
New Jersey
$8.47M
NAM
604
NorthCrest Asset Manangement
Minnesota
$8.44M
AIMC
605
Alley Investment Management Company
Illinois
$8.43M
PBO
606
Peoples Bank (Ohio)
Ohio
$8.43M
SCA
607
Snowden Capital Advisors
New York
$8.41M
VRM
608
Vectors Research Management
New York
$8.39M
AF
609
ASL Financial
California
$8.38M
UFPG
610
United Financial Planning Group
New York
$8.36M
PWP
611
Precedent Wealth Partners
Texas
$8.28M
GWMR
612
GC Wealth Management RIA
Massachusetts
$8.25M
MF
613
Montis Financial
Massachusetts
$8.25M
SIAM
614
Sterling Investment Advisors (Missouri)
Missouri
$8.23M
AFO
615
Arrowroot Family Office
California
$8.21M
CCM
616
Canal Capital Management
Virginia
$8.16M
LNWTC
617
Laird Norton Wetherby Trust Company
Washington
$8.14M
FPW
618
Flagship Private Wealth
Massachusetts
$8.05M
MB
619
MidFirst Bank
Oklahoma
$7.93M
NL
620
NWAM LLC
Washington
$7.91M
MCM
621
Magnolia Capital Management
New York
$7.89M
PWA
622
Perspective Wealth Advisors
Colorado
$7.86M
MFG
623
Merit Financial Group
Georgia
$7.85M
SCM
624
SOL Capital Management
Maryland
$7.84M
BHIA
625
Birch Hill Investment Advisors
Massachusetts
$7.84M