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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
IJWM
876
Inman Jager Wealth Management
Mississippi
$4.1M
GFWA
877
Grey Fox Wealth Advisors
Delaware
$4.07M
RWA
878
River Wealth Advisors
Pennsylvania
$4.05M
VFP
879
Verus Financial Partners
Virginia
$4.03M
GWS
880
Greykasell Wealth Strategies
California
$4.02M
FPCG
881
Forum Private Client Group
Indiana
$4.02M
R
882
Rebalance
California
$4M
TF
883
Tenzing Financial
Virginia
$4M
KCP
884
Kera Capital Partners
California
$3.99M
G
885
GenTrust
Florida
$3.99M
HI
886
Horizon Investments
North Carolina
$3.97M
NP
887
Nilsine Partners
Colorado
$3.94M
JIC
888
Joel Isaacson & Co
New York
$3.93M
S
889
Sachetta
Massachusetts
$3.91M
GI
890
GAMCO Investors
Connecticut
$3.89M
AWP
891
Astra Wealth Partners
New Jersey
$3.88M
CAS
892
Coppell Advisory Solutions
Texas
$3.87M
FSG
893
Financial Strategies Group
Michigan
$3.86M
HOWA
894
Hudson Oak Wealth Advisory
New Jersey
$3.85M
CGPCS
895
Capital Group Private Client Services
California
$3.84M
MSWM
896
McGlone Suttner Wealth Management
Wisconsin
$3.84M
HWM
897
HighMark Wealth Management
Minnesota
$3.83M
SWM
898
SigFig Wealth Management
California
$3.83M
BFWA
899
Benchmark Financial Wealth Advisors
Florida
$3.81M
VPW
900
Vericrest Private Wealth
Pennsylvania
$3.81M