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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
FFS
826
Fortress Financial Solutions
Arizona
$4.87M
MG
827
Mather Group
Illinois
$4.86M
ODIJL
828
One Day In July LLC
Vermont
$4.86M
PFG
829
Pacific Financial Group
Washington
$4.78M
PPWM
830
PFG Private Wealth Management
Florida
$4.77M
BIP
831
Blueprint Investment Partners
North Carolina
$4.77M
TCOO
832
Trust Company of Oklahoma
Oklahoma
$4.77M
BWP
833
BSW Wealth Partners
Colorado
$4.75M
LPT
834
Legacy Private Trust
Wisconsin
$4.75M
CAGAS
835
Capital Advisory Group Advisory Services
Minnesota
$4.72M
FP
836
Factorial Partners
New York
$4.71M
BWM
837
Birchcreek Wealth Management
Ohio
$4.68M
SFP
838
Sterling Financial Planning
New Jersey
$4.67M
BSTWA
839
Blake Schutter Theil Wealth Advisors
Ohio
$4.67M
NS
840
NBC Securities
Alabama
$4.66M
BRWA
841
B. Riley Wealth Advisors
Florida
$4.65M
JIP
842
Jaffetilchin Investment Partners
Florida
$4.61M
SG
843
StoneX Group
New York
$4.59M
CFS
844
CRA Financial Services
New Jersey
$4.58M
FDCDDQ
845
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.57M
KWA
846
Kingswood Wealth Advisors
California
$4.55M
WF
847
Welch & Forbes
Massachusetts
$4.55M
Massachusetts Financial Services
848
Massachusetts Financial Services
Massachusetts
$4.49M
RF
849
Rossby Financial
Florida
$4.48M
CAI
850
Capital Advisors Inc
Oklahoma
$4.48M