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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
GFWA
876
Grey Fox Wealth Advisors
Delaware
$4.07M
RWA
877
River Wealth Advisors
Pennsylvania
$4.05M
VFP
878
Verus Financial Partners
Virginia
$4.03M
GWS
879
Greykasell Wealth Strategies
California
$4.02M
FPCG
880
Forum Private Client Group
Indiana
$4.02M
R
881
Rebalance
California
$4M
TF
882
Tenzing Financial
Virginia
$4M
KCP
883
Kera Capital Partners
California
$3.99M
G
884
GenTrust
Florida
$3.99M
HI
885
Horizon Investments
North Carolina
$3.97M
NP
886
Nilsine Partners
Colorado
$3.94M
JIC
887
Joel Isaacson & Co
New York
$3.93M
S
888
Sachetta
Massachusetts
$3.91M
GI
889
GAMCO Investors
Connecticut
$3.89M
AWP
890
Astra Wealth Partners
New Jersey
$3.88M
CAS
891
Coppell Advisory Solutions
Texas
$3.87M
FSG
892
Financial Strategies Group
Michigan
$3.86M
HOWA
893
Hudson Oak Wealth Advisory
New Jersey
$3.85M
CGPCS
894
Capital Group Private Client Services
California
$3.84M
MSWM
895
McGlone Suttner Wealth Management
Wisconsin
$3.84M
HWM
896
HighMark Wealth Management
Minnesota
$3.83M
SWM
897
SigFig Wealth Management
California
$3.83M
BFWA
898
Benchmark Financial Wealth Advisors
Florida
$3.81M
TSS
899
Two Sigma Securities
New York
$3.78M
WI
900
WrapManager Inc
California
$3.78M