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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
SCA
751
Sandy Cove Advisors
Massachusetts
$5.83M
SC
752
Syon Capital
California
$5.82M
I
753
InvesTrust
Oklahoma
$5.79M
GWM
754
GSB Wealth Management
Connecticut
$5.79M
RA
755
RoundAngle Advisors
New Jersey
$5.79M
GT
756
GreatBanc Trust
Illinois
$5.78M
CWM
757
Cornerstone Wealth Management
Missouri
$5.78M
PA
758
PFG Advisors
Arizona
$5.73M
DWA
759
Delta Wealth Advisors
Indiana
$5.72M
AWM
760
Aprio Wealth Management
Georgia
$5.72M
PWA
761
Provenance Wealth Advisors
Florida
$5.71M
CTC
762
Central Trust Company
Missouri
$5.7M
SF
763
Slagle Financial
Illinois
$5.69M
RG
764
Rathbones Group
United Kingdom
$5.69M
CT
765
Colonial Trust
South Carolina
$5.68M
Russell Investments Group
766
Russell Investments Group
United Kingdom
$5.68M
ANBOT
767
American National Bank of Texas
Texas
$5.67M
UBG
768
United Bank (Georgia)
Georgia
$5.67M
BFIM
769
Beese Fulmer Investment Management
Ohio
$5.66M
SFA
770
Souders Financial Advisors
Ohio
$5.65M
FC
771
FCA Corp
Texas
$5.65M
PTC
772
Private Trust Company
Ohio
$5.64M
BPW
773
BlueDoor Private Wealth
Massachusetts
$5.62M
GDP
774
Great Diamond Partners
Maine
$5.62M
AIA
775
Armor Investment Advisors
North Carolina
$5.6M