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