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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
CFG
801
Capital Financial Group
Colorado
$5.06M
AWC
802
Abundance Wealth Counselors
Pennsylvania
$5.05M
BFS
803
Bradley Foster & Sargent
Connecticut
$5.01M
FPW
804
Flywheel Private Wealth
California
$5.01M
HIA
805
Harbor Investment Advisory
Maryland
$5M
TPA
806
Trivium Point Advisory
Connecticut
$4.98M
NL
807
NEPC LLC
Massachusetts
$4.98M
MBI
808
May Barnhard Investments
Maryland
$4.96M
MIM
809
Macroview Investment Management
Maryland
$4.95M
YAIA
810
Yanni & Associates Investment Advisors
Pennsylvania
$4.94M
CW
811
CreativeOne Wealth
Kansas
$4.94M
CG
812
Curat Global
New Hampshire
$4.91M
CWM
813
Cranbrook Wealth Management
Michigan
$4.91M
FFS
814
Fortress Financial Solutions
Arizona
$4.87M
MG
815
Mather Group
Illinois
$4.86M
ODIJL
816
One Day In July LLC
Vermont
$4.86M
PFG
817
Pacific Financial Group
Washington
$4.78M
PPWM
818
PFG Private Wealth Management
Florida
$4.77M
BIP
819
Blueprint Investment Partners
North Carolina
$4.77M
TCOO
820
Trust Company of Oklahoma
Oklahoma
$4.77M
BWP
821
BSW Wealth Partners
Colorado
$4.75M
LPT
822
Legacy Private Trust
Wisconsin
$4.75M
CAGAS
823
Capital Advisory Group Advisory Services
Minnesota
$4.72M
FP
824
Factorial Partners
New York
$4.71M
BWM
825
Birchcreek Wealth Management
Ohio
$4.68M