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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
PMWMG
726
Parr McKnight Wealth Management Group
Minnesota
$6.2M
GSIAS
727
Garden State Investment Advisory Services
New Jersey
$6.19M
CSP
728
Cary Street Partners
Virginia
$6.17M
LWMNY
729
Landmark Wealth Management (New York)
New York
$6.17M
BA
730
Bellwether Advisors
Nebraska
$6.16M
AWM
731
Accurate Wealth Management
Florida
$6.12M
EW
732
Elyxium Wealth
California
$6.12M
FTS
733
Fifth Third Securities
Ohio
$6.04M
KWM
734
Kaydan Wealth Management
Michigan
$6.04M
BWM
735
Brown Wealth Management
Illinois
$6.02M
GFP
736
Gryphon Financial Partners
Ohio
$6M
WCM
737
WLTH Capital Management
Arizona
$5.98M
GTWM
738
Global Trust Wealth Management
Florida
$5.97M
IAG
739
Investment Advisory Group
Massachusetts
$5.89M
FGWP
740
Founders Grove Wealth Partners
Virginia
$5.84M
SCA
741
Sandy Cove Advisors
Massachusetts
$5.83M
SC
742
Syon Capital
California
$5.82M
I
743
InvesTrust
Oklahoma
$5.79M
GWM
744
GSB Wealth Management
Connecticut
$5.79M
RA
745
RoundAngle Advisors
New Jersey
$5.79M
GT
746
GreatBanc Trust
Illinois
$5.78M
CWM
747
Cornerstone Wealth Management
Missouri
$5.78M
PA
748
PFG Advisors
Arizona
$5.73M
DWA
749
Delta Wealth Advisors
Indiana
$5.72M
AWM
750
Aprio Wealth Management
Georgia
$5.72M