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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
LNWTC
626
Laird Norton Wetherby Trust Company
Washington
$8.14M
FPW
627
Flagship Private Wealth
Massachusetts
$8.05M
MB
628
MidFirst Bank
Oklahoma
$7.93M
NL
629
NWAM LLC
Washington
$7.91M
MCM
630
Magnolia Capital Management
New York
$7.89M
PWA
631
Perspective Wealth Advisors
Colorado
$7.86M
MFG
632
Merit Financial Group
Georgia
$7.85M
SCM
633
SOL Capital Management
Maryland
$7.84M
BHIA
634
Birch Hill Investment Advisors
Massachusetts
$7.84M
Chevy Chase Trust
635
Chevy Chase Trust
Maryland
$7.82M
PCM
636
Pennsylvania Capital Management
Pennsylvania
$7.82M
ACP
637
Arcus Capital Partners
Georgia
$7.81M
CIAS
638
Capital Investment Advisory Services
North Carolina
$7.79M
DCM
639
Donaldson Capital Management
Indiana
$7.78M
FHB
640
First Hawaiian Bank
Hawaii
$7.75M
BAG
641
Bauman Advisory Group
Nevada
$7.75M
NHT
642
New Hampshire Trust
New Hampshire
$7.75M
BCM
643
Boltwood Capital Management
California
$7.72M
GFA
644
Godfrey Financial Associates
New York
$7.72M
PB
645
Pinnacle Bancorp
Nebraska
$7.68M
EA
646
Enclave Advisors
Texas
$7.67M
CWA
647
Cascade Wealth Advisors
Washington
$7.62M
AFP
648
Alpha Financial Partners
Kentucky
$7.6M
TCG
649
Transcendent Capital Group
Oklahoma
$7.59M
GVAG
650
Great Valley Advisor Group
Delaware
$7.56M