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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
UWPG
651
Ullmann Wealth Partners Group
Florida
$7.28M
EWM
652
EPG Wealth Management
Georgia
$7.26M
CHC
653
City Holding Co
West Virginia
$7.26M
TDWM
654
Topel & Distasi Wealth Management
California
$7.24M
BAM
655
Belpointe Asset Management
Nevada
$7.23M
BB
656
Busey Bank
Illinois
$7.23M
B
657
Birchbrook
Maine
$7.22M
GCA
658
Greenwood Capital Associates
South Carolina
$7.2M
CCWA
659
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.19M
PGWM
660
Parisi Gray Wealth Management
New Jersey
$7.18M
FC
661
Financial Council
Maryland
$7.17M
BWM
662
Boyd Wealth Management
California
$7.17M
RCAG
663
Rehmann Capital Advisory Group
Michigan
$7.14M
TH
664
TCTC Holdings
Texas
$7.13M
QCIG
665
Quad-Cities Investment Group
Iowa
$7.12M
WPC
666
Wedmont Private Capital
Pennsylvania
$7.1M
MF
667
Meridian Financial
Massachusetts
$7.1M
AWMG
668
Alliance Wealth Management Group
New Jersey
$7.09M
LWM
669
LeConte Wealth Management
Tennessee
$7.09M
American Century Companies
670
American Century Companies
Missouri
$7.04M
FG
671
Fiduciary Group
Georgia
$7.03M
PWA
672
Pitcairn Wealth Advisors
Pennsylvania
$7.02M
MCCP
673
Mission Creek Capital Partners
California
$7M
ANBT
674
American National Bank & Trust
Texas
$6.98M
CFD
675
Creative Financial Designs
Indiana
$6.97M