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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
SFP
826
Sterling Financial Planning
New Jersey
$4.67M
BSTWA
827
Blake Schutter Theil Wealth Advisors
Ohio
$4.67M
NS
828
NBC Securities
Alabama
$4.66M
BRWA
829
B. Riley Wealth Advisors
Florida
$4.65M
JIP
830
Jaffetilchin Investment Partners
Florida
$4.61M
SG
831
StoneX Group
New York
$4.59M
CFS
832
CRA Financial Services
New Jersey
$4.58M
FDCDDQ
833
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.57M
KWA
834
Kingswood Wealth Advisors
California
$4.55M
WF
835
Welch & Forbes
Massachusetts
$4.55M
Massachusetts Financial Services
836
Massachusetts Financial Services
Massachusetts
$4.49M
RF
837
Rossby Financial
Florida
$4.48M
CAI
838
Capital Advisors Inc
Oklahoma
$4.48M
AWM
839
AE Wealth Management
Kansas
$4.47M
CFO
840
CVA Family Office
Colorado
$4.46M
MWP
841
Moller Wealth Partners
$4.44M
SI
842
Seeds Investor
New York
$4.43M
SWP
843
Summit Wealth Partners
Florida
$4.43M
WWA
844
WCG Wealth Advisors
Nevada
$4.42M
UWM
845
USAdvisors Wealth Management
Minnesota
$4.41M
CAM
846
Cozad Asset Management
Illinois
$4.41M
FWM
847
Forza Wealth Management
Florida
$4.38M
EW
848
Element Wealth
Mississippi
$4.36M
BFA
849
Blueprint Financial Advisors
North Carolina
$4.36M
LIA
850
LBMC Investment Advisors
Tennessee
$4.34M