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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
JIC
901
Joel Isaacson & Co
New York
$3.93M
S
902
Sachetta
Massachusetts
$3.91M
GI
903
GAMCO Investors
Connecticut
$3.89M
AWP
904
Astra Wealth Partners
New Jersey
$3.88M
CAS
905
Coppell Advisory Solutions
Texas
$3.87M
FSG
906
Financial Strategies Group
Michigan
$3.86M
HOWA
907
Hudson Oak Wealth Advisory
New Jersey
$3.85M
CGPCS
908
Capital Group Private Client Services
California
$3.84M
MSWM
909
McGlone Suttner Wealth Management
Wisconsin
$3.84M
HWM
910
HighMark Wealth Management
Minnesota
$3.83M
SWM
911
SigFig Wealth Management
California
$3.83M
BFWA
912
Benchmark Financial Wealth Advisors
Florida
$3.81M
VPW
913
Vericrest Private Wealth
Pennsylvania
$3.81M
TSS
914
Two Sigma Securities
New York
$3.78M
WI
915
WrapManager Inc
California
$3.78M
HPC
916
HM Payson & Co
Maine
$3.77M
TW
917
ticino wealth
California
$3.76M
Betterment LLC
918
Betterment LLC
New York
$3.76M
FF
919
Fluent Financial
Texas
$3.75M
DWM
920
Dakota Wealth Management
Florida
$3.75M
BWM
921
Braeburn Wealth Management
Michigan
$3.74M
CG
922
Caprock Group
Idaho
$3.73M
HL
923
HeadInvest LLC
Maine
$3.73M
VT
924
Vise Technologies
New York
$3.71M
GAM
925
GEM Asset Management
Michigan
$3.71M