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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
GSIAS
726
Garden State Investment Advisory Services
New Jersey
$6.19M
CSP
727
Cary Street Partners
Virginia
$6.17M
LWMNY
728
Landmark Wealth Management (New York)
New York
$6.17M
BA
729
Bellwether Advisors
Nebraska
$6.16M
AWM
730
Accurate Wealth Management
Florida
$6.12M
EW
731
Elyxium Wealth
California
$6.12M
FTS
732
Fifth Third Securities
Ohio
$6.04M
KWM
733
Kaydan Wealth Management
Michigan
$6.04M
BWM
734
Brown Wealth Management
Illinois
$6.02M
GFP
735
Gryphon Financial Partners
Ohio
$6M
WCML
736
WLTH Capital Management, LLC
Arizona
$5.98M
GTWM
737
Global Trust Wealth Management
Florida
$5.97M
IAG
738
Investment Advisory Group
Massachusetts
$5.89M
FGWP
739
Founders Grove Wealth Partners
Virginia
$5.84M
SCA
740
Sandy Cove Advisors
Massachusetts
$5.83M
SC
741
Syon Capital
California
$5.82M
I
742
InvesTrust
Oklahoma
$5.79M
GWM
743
GSB Wealth Management
Connecticut
$5.79M
RA
744
RoundAngle Advisors
New Jersey
$5.79M
GT
745
GreatBanc Trust
Illinois
$5.78M
CWM
746
Cornerstone Wealth Management
Missouri
$5.78M
PA
747
PFG Advisors
Arizona
$5.73M
DWA
748
Delta Wealth Advisors
Indiana
$5.72M
AWM
749
Aprio Wealth Management
Georgia
$5.72M
PWA
750
Provenance Wealth Advisors
Florida
$5.71M