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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
SBH
601
Segall Bryant & Hamill
Illinois
$8.93M
MWM
602
Mascoma Wealth Management
New Hampshire
$8.89M
JWCA
603
J.W. Cole Advisors
Florida
$8.88M
MA
604
Mutual Advisors
Nebraska
$8.83M
CNBTD
605
Citizens National Bank Trust Department
Mississippi
$8.79M
BWA
606
BlueChip Wealth Advisors
Georgia
$8.75M
EL
607
EWA LLC
Pennsylvania
$8.75M
AA
608
Advisory Alpha
Michigan
$8.61M
GIA
609
GHP Investment Advisors
Colorado
$8.6M
BOJHT
610
Bank of Jackson Hole Trust
Wyoming
$8.53M
RL
611
Rogco LP
Oklahoma
$8.5M
MIM
612
MetLife Investment Management
New Jersey
$8.47M
NAM
613
NorthCrest Asset Manangement
Minnesota
$8.44M
AIMC
614
Alley Investment Management Company
Illinois
$8.43M
PBO
615
Peoples Bank (Ohio)
Ohio
$8.43M
SCA
616
Snowden Capital Advisors
New York
$8.41M
VRM
617
Vectors Research Management
New York
$8.39M
AF
618
ASL Financial
California
$8.38M
UFPG
619
United Financial Planning Group
New York
$8.36M
PWP
620
Precedent Wealth Partners
Texas
$8.28M
GWMR
621
GC Wealth Management RIA
Massachusetts
$8.25M
MF
622
Montis Financial
Massachusetts
$8.25M
SIAM
623
Sterling Investment Advisors (Missouri)
Missouri
$8.23M
AFO
624
Arrowroot Family Office
California
$8.21M
CCM
625
Canal Capital Management
Virginia
$8.16M