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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
SCM
626
SOL Capital Management
Maryland
$7.84M
BHIA
627
Birch Hill Investment Advisors
Massachusetts
$7.84M
Chevy Chase Trust
628
Chevy Chase Trust
Maryland
$7.82M
PCM
629
Pennsylvania Capital Management
Pennsylvania
$7.82M
CIAS
630
Capital Investment Advisory Services
North Carolina
$7.79M
DCM
631
Donaldson Capital Management
Indiana
$7.78M
FHB
632
First Hawaiian Bank
Hawaii
$7.75M
BAG
633
Bauman Advisory Group
Nevada
$7.75M
NHT
634
New Hampshire Trust
New Hampshire
$7.75M
BCM
635
Boltwood Capital Management
California
$7.72M
GFA
636
Godfrey Financial Associates
New York
$7.72M
PB
637
Pinnacle Bancorp
Nebraska
$7.68M
EA
638
Enclave Advisors
Texas
$7.67M
CWA
639
Cascade Wealth Advisors
Washington
$7.62M
AFP
640
Alpha Financial Partners
Kentucky
$7.6M
TCG
641
Transcendent Capital Group
Oklahoma
$7.59M
GVAG
642
Great Valley Advisor Group
Delaware
$7.56M
CPW
643
Crestmont Private Wealth
Texas
$7.49M
KL
644
Keenan LLC
Massachusetts
$7.48M
ALA
645
Atlas Legacy Advisors
California
$7.47M
MFA
646
Mayflower Financial Advisors
Massachusetts
$7.43M
PFA
647
Pettinga Financial Advisors
Indiana
$7.37M
EWA
648
Exencial Wealth Advisors
Oklahoma
$7.35M
SSWM
649
Sheets Smith Wealth Management
North Carolina
$7.32M
TW
650
Tempo Wealth
Ohio
$7.31M