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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
SCG
801
Sonata Capital Group
Washington
$5.08M
CFG
802
Capital Financial Group
Colorado
$5.06M
AWC
803
Abundance Wealth Counselors
Pennsylvania
$5.05M
BFS
804
Bradley Foster & Sargent
Connecticut
$5.01M
FPW
805
Flywheel Private Wealth
California
$5.01M
HIA
806
Harbor Investment Advisory
Maryland
$5M
TPA
807
Trivium Point Advisory
Connecticut
$4.98M
NL
808
NEPC LLC
Massachusetts
$4.98M
MBI
809
May Barnhard Investments
Maryland
$4.96M
MIM
810
Macroview Investment Management
Maryland
$4.95M
YAIA
811
Yanni & Associates Investment Advisors
Pennsylvania
$4.94M
CW
812
CreativeOne Wealth
Kansas
$4.94M
CG
813
Curat Global
New Hampshire
$4.91M
CWM
814
Cranbrook Wealth Management
Michigan
$4.91M
FFS
815
Fortress Financial Solutions
Arizona
$4.87M
MG
816
Mather Group
Illinois
$4.86M
ODIJL
817
One Day In July LLC
Vermont
$4.86M
PFG
818
Pacific Financial Group
Washington
$4.78M
PPWM
819
PFG Private Wealth Management
Florida
$4.77M
BIP
820
Blueprint Investment Partners
North Carolina
$4.77M
TCOO
821
Trust Company of Oklahoma
Oklahoma
$4.77M
BWP
822
BSW Wealth Partners
Colorado
$4.75M
LPT
823
Legacy Private Trust
Wisconsin
$4.75M
CAGAS
824
Capital Advisory Group Advisory Services
Minnesota
$4.72M
FP
825
Factorial Partners
New York
$4.71M