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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
GA
726
Goldstein Advisors
Wisconsin
$6.37M
FFWA
727
FRG Family Wealth Advisors
Washington
$6.34M
BOH
728
Bank of Hawaii
Hawaii
$6.32M
BCG
729
BayBridge Capital Group
California
$6.31M
IW
730
Integrated Wealthcare
North Carolina
$6.28M
HCM
731
Hicks Capital Management
Ohio
$6.27M
FF
732
Friedenthal Financial
New Jersey
$6.27M
DAS
733
Diversify Advisory Services
Utah
$6.26M
COPPSERS
734
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$6.25M
SPF
735
South Plains Financial
Texas
$6.21M
PMWMG
736
Parr McKnight Wealth Management Group
Minnesota
$6.2M
GSIAS
737
Garden State Investment Advisory Services
New Jersey
$6.19M
CSP
738
Cary Street Partners
Virginia
$6.17M
LWMNY
739
Landmark Wealth Management (New York)
New York
$6.17M
BA
740
Bellwether Advisors
Nebraska
$6.16M
AWM
741
Accurate Wealth Management
Florida
$6.12M
EW
742
Elyxium Wealth
California
$6.12M
FTS
743
Fifth Third Securities
Ohio
$6.04M
KWM
744
Kaydan Wealth Management
Michigan
$6.04M
BWM
745
Brown Wealth Management
Illinois
$6.02M
GFP
746
Gryphon Financial Partners
Ohio
$6M
WCM
747
WLTH Capital Management
Arizona
$5.98M
GTWM
748
Global Trust Wealth Management
Florida
$5.97M
IAG
749
Investment Advisory Group
Massachusetts
$5.89M
FGWP
750
Founders Grove Wealth Partners
Virginia
$5.84M