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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
BWM
826
Birchcreek Wealth Management
Ohio
$4.68M
SFP
827
Sterling Financial Planning
New Jersey
$4.67M
BSTWA
828
Blake Schutter Theil Wealth Advisors
Ohio
$4.67M
NS
829
NBC Securities
Alabama
$4.66M
BRWA
830
B. Riley Wealth Advisors
Florida
$4.65M
JIP
831
Jaffetilchin Investment Partners
Florida
$4.61M
SG
832
StoneX Group
New York
$4.59M
CFS
833
CRA Financial Services
New Jersey
$4.58M
FDCDDQ
834
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.57M
KWA
835
Kingswood Wealth Advisors
California
$4.55M
WF
836
Welch & Forbes
Massachusetts
$4.55M
Massachusetts Financial Services
837
Massachusetts Financial Services
Massachusetts
$4.49M
RF
838
Rossby Financial
Florida
$4.48M
CAI
839
Capital Advisors Inc
Oklahoma
$4.48M
AWM
840
AE Wealth Management
Kansas
$4.47M
CFO
841
CVA Family Office
Colorado
$4.46M
MWP
842
Moller Wealth Partners
$4.44M
SI
843
Seeds Investor
New York
$4.43M
SWP
844
Summit Wealth Partners
Florida
$4.43M
WWA
845
WCG Wealth Advisors
Nevada
$4.42M
UWM
846
USAdvisors Wealth Management
Minnesota
$4.41M
CAM
847
Cozad Asset Management
Illinois
$4.41M
FWM
848
Forza Wealth Management
Florida
$4.38M
EW
849
Element Wealth
Mississippi
$4.36M
BFA
850
Blueprint Financial Advisors
North Carolina
$4.36M