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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
FA
926
Flagstar Advisors
New York
$3.59M
BWG
927
Balanced Wealth Group
Ohio
$3.59M
LAM
928
LOM Asset Management
$3.58M
CF
929
Convergence Financial
Missouri
$3.58M
CD
930
Capital Developers
North Carolina
$3.58M
CNB
931
Camden National Bank
Maine
$3.58M
PCG
932
Prosperity Consulting Group
Maryland
$3.58M
TWC
933
TD Waterhouse Canada
Ontario, Canada
$3.55M
BC
934
Bowman & Company
Wisconsin
$3.55M
SIA
935
SeaBridge Investment Advisors
New Jersey
$3.53M
VPW
936
Variant Private Wealth
Virginia
$3.52M
PCA
937
Providence Capital Advisors
North Carolina
$3.49M
AT
938
Arlington Trust
Alabama
$3.48M
SFS
939
Sowell Financial Services
Arkansas
$3.46M
BRM
940
Boston Research & Management
Massachusetts
$3.45M
NDBT
941
North Dallas Bank & Trust
Texas
$3.43M
CNWM
942
Clay Northam Wealth Management
California
$3.41M
TPWA
943
TRUE Private Wealth Advisors
Oregon
$3.4M
JAA
944
Joel Adams & Associates
North Carolina
$3.4M
GAM
945
Gotham Asset Management
New York
$3.37M
CAAM
946
Cornerstone Advisors Asset Management
Pennsylvania
$3.36M
WFA
947
Wellspring Financial Advisors
Ohio
$3.36M
FWM
948
ForthRight Wealth Management
Georgia
$3.35M
NWMG
949
National Wealth Management Group
Ohio
$3.35M
FTC
950
Farmers Trust Company
Ohio
$3.32M