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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
Chevy Chase Trust
626
Chevy Chase Trust
Maryland
$7.82M
PCM
627
Pennsylvania Capital Management
Pennsylvania
$7.82M
CIAS
628
Capital Investment Advisory Services
North Carolina
$7.79M
WIA
629
World Investment Advisors
California
$7.78M
DCM
630
Donaldson Capital Management
Indiana
$7.78M
FHB
631
First Hawaiian Bank
Hawaii
$7.75M
BAG
632
Bauman Advisory Group
Nevada
$7.75M
NHT
633
New Hampshire Trust
New Hampshire
$7.75M
BCM
634
Boltwood Capital Management
California
$7.72M
GFA
635
Godfrey Financial Associates
New York
$7.72M
PB
636
Pinnacle Bancorp
Nebraska
$7.68M
EA
637
Enclave Advisors
Texas
$7.67M
CWA
638
Cascade Wealth Advisors
Washington
$7.62M
AFP
639
Alpha Financial Partners
Kentucky
$7.6M
TCG
640
Transcendent Capital Group
Oklahoma
$7.59M
GVAG
641
Great Valley Advisor Group
Delaware
$7.56M
CPW
642
Crestmont Private Wealth
Texas
$7.49M
KL
643
Keenan LLC
Massachusetts
$7.48M
ALA
644
Atlas Legacy Advisors
California
$7.47M
MFA
645
Mayflower Financial Advisors
Massachusetts
$7.43M
PFA
646
Pettinga Financial Advisors
Indiana
$7.37M
EWA
647
Exencial Wealth Advisors
Oklahoma
$7.35M
SSWM
648
Sheets Smith Wealth Management
North Carolina
$7.32M
TWL
649
Tempo Wealth, LLC
Ohio
$7.31M
LT
650
Legacy Trust
Michigan
$7.28M