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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
MCA
801
MSH Capital Advisors
Arizona
$5.27M
MC
802
Middleton & Co
Massachusetts
$5.22M
FFS
803
Founders Financial Securities
Maryland
$5.21M
TCA
804
Transcend Capital Advisors
New Jersey
$5.18M
UCB
805
United Community Bank
South Carolina
$5.17M
BFG
806
Beto Financial Group
Idaho
$5.17M
PAM
807
Palisade Asset Management
Minnesota
$5.17M
JSSH
808
J. Safra Sarasin Holding
$5.16M
MWA
809
Merkkuri Wealth Advisors
New York
$5.14M
MPWS
810
McCarter Private Wealth Services
Massachusetts
$5.11M
UBS AM
811
UBS AM
Illinois
$5.11M
SCG
812
Sonata Capital Group
Washington
$5.08M
CFG
813
Capital Financial Group
Colorado
$5.06M
AWC
814
Abundance Wealth Counselors
Pennsylvania
$5.05M
BFS
815
Bradley Foster & Sargent
Connecticut
$5.01M
FPW
816
Flywheel Private Wealth
California
$5.01M
HIA
817
Harbor Investment Advisory
Maryland
$5M
TPA
818
Trivium Point Advisory
Connecticut
$4.98M
NL
819
NEPC LLC
Massachusetts
$4.98M
MBI
820
May Barnhard Investments
Maryland
$4.96M
MIM
821
Macroview Investment Management
Maryland
$4.95M
YAIA
822
Yanni & Associates Investment Advisors
Pennsylvania
$4.94M
CW
823
CreativeOne Wealth
Kansas
$4.94M
CG
824
Curat Global
New Hampshire
$4.91M
CWM
825
Cranbrook Wealth Management
Michigan
$4.91M