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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
AWM
851
AE Wealth Management
Kansas
$4.47M
CFO
852
CVA Family Office
Colorado
$4.46M
MWP
853
Moller Wealth Partners
$4.44M
SI
854
Seeds Investor
New York
$4.43M
SWP
855
Summit Wealth Partners
Florida
$4.43M
WWA
856
WCG Wealth Advisors
Nevada
$4.42M
UWM
857
USAdvisors Wealth Management
Minnesota
$4.41M
CAM
858
Cozad Asset Management
Illinois
$4.41M
FWM
859
Forza Wealth Management
Florida
$4.38M
EW
860
Element Wealth
Mississippi
$4.36M
BFA
861
Blueprint Financial Advisors
North Carolina
$4.36M
CPC
862
Cadia Private Client
New Jersey
$4.36M
LIA
863
LBMC Investment Advisors
Tennessee
$4.34M
NG
864
Novem Group
New York
$4.34M
NDSI
865
Newman Dignan & Sheerar Inc
Rhode Island
$4.33M
RFN
866
RDA Financial Network
Iowa
$4.33M
BCG
867
Breakwater Capital Group
New Jersey
$4.32M
CBT
868
Central Bank & Trust
Kentucky
$4.3M
KV
869
Kickstand Ventures
New York
$4.29M
SB
870
Strategic Blueprint
Georgia
$4.29M
SR
871
Syntax Research
Florida
$4.27M
SMWM
872
Silvia McColl Wealth Management
California
$4.25M
NB
873
NBT Bank
New York
$4.25M
SFB
874
STAR Financial Bank
Indiana
$4.25M
IF
875
Intrua Financial
Texas
$4.24M