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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
CPW
651
Crestmont Private Wealth
Texas
$7.49M
KL
652
Keenan LLC
Massachusetts
$7.48M
ALA
653
Atlas Legacy Advisors
California
$7.47M
MFA
654
Mayflower Financial Advisors
Massachusetts
$7.43M
1CP
655
1015 Capital Partners
Pennsylvania
$7.39M
PFA
656
Pettinga Financial Advisors
Indiana
$7.37M
EWA
657
Exencial Wealth Advisors
Oklahoma
$7.35M
SSWM
658
Sheets Smith Wealth Management
North Carolina
$7.32M
TW
659
Tempo Wealth
Ohio
$7.31M
LT
660
Legacy Trust
Michigan
$7.28M
UWPG
661
Ullmann Wealth Partners Group
Florida
$7.28M
EWM
662
EPG Wealth Management
Georgia
$7.26M
CHC
663
City Holding Co
West Virginia
$7.26M
TDWM
664
Topel & Distasi Wealth Management
California
$7.24M
BAM
665
Belpointe Asset Management
Nevada
$7.23M
BB
666
Busey Bank
Illinois
$7.23M
B
667
Birchbrook
Maine
$7.22M
GCA
668
Greenwood Capital Associates
South Carolina
$7.2M
CCWA
669
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.19M
PGWM
670
Parisi Gray Wealth Management
New Jersey
$7.18M
FC
671
Financial Council
Maryland
$7.17M
BWM
672
Boyd Wealth Management
California
$7.17M
RCAG
673
Rehmann Capital Advisory Group
Michigan
$7.14M
TH
674
TCTC Holdings
Texas
$7.13M
QCIG
675
Quad-Cities Investment Group
Iowa
$7.12M