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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

364% more first-time investments, than exits

New positions opened: 297 | Existing positions closed: 64

182% more call options, than puts

Call options by funds: $30.9M | Put options by funds: $10.9M

19% more repeat investments, than reductions

Existing positions increased: 1,085 | Existing positions reduced: 912

8% more funds holding

Funds holding: 2,4452,630 (+185)

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
+185
Holders Change %
+7.57%
% of All Funds
32%
Holding in Top 10
363
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+7.4%
% of All Funds
4.42%
New
297
Increased
1,085
Reduced
912
Closed
64
Calls
$30.9M
Puts
$10.9M
Net Calls
+$19.9M
Net Calls Change
-$7.64M
Name Holding Trade Value Shares
Change
Change in
Stake
HNWAG
926
High Net Worth Advisory Group
Florida
$3.7M +$119K +1,822 +3%
3F
927
360 Financial
Minnesota
$3.69M -$80.1K -1,223 -2%
CV
928
Counterweight Ventures
North Carolina
$3.68M +$5.63K +86 +0.2%
CFA
929
Cahill Financial Advisors
Minnesota
$3.68M -$7.86M -120,032 -68%
HIMC
930
Heritage Investors Management Corp
Maryland
$3.68M -$7.4K -113 -0.2%
AM
931
AGF Management
Ontario, Canada
$3.66M -$40.9K -625 -1%
ANC
932
Ames National Corp
Iowa
$3.65M +$324K +4,945 +10%
WA
933
Wealth Alliance
New York
$3.65M -$113K -1,729 -3%
ACA
934
Alpha Capital Advisors
Maine
$3.65M +$3.44M +52,570 New
SWA
935
Stratos Wealth Advisors
Ohio
$3.64M -$4.56M -69,670 -56%
ACM
936
AUA Capital Management
Pennsylvania
$3.64M +$602K +9,185 +20%
CIS
937
Connors Investor Services
Pennsylvania
$3.63M +$1.5M +22,938 +72%
KAS
938
KPP Advisory Services
Kentucky
$3.62M -$101K -1,549 -3%
BFO
939
Boston Family Office
Massachusetts
$3.62M +$56.1K +856 +2%
CA
940
Claro Advisors
Massachusetts
$3.61M +$403K +6,146 +13%
FA
941
Flagstar Advisors
New York
$3.59M -$63.3K -967 -2%
BWG
942
Balanced Wealth Group
Ohio
$3.59M +$1.9K +29 +0.1%
LAM
943
LOM Asset Management
$3.58M +$49.3K +752 +1%
CF
944
Convergence Financial
Missouri
$3.58M -$1M -15,293 -22%
CD
945
Capital Developers
North Carolina
$3.58M +$3.55M +54,232 New
CNB
946
Camden National Bank
Maine
$3.58M +$997K +15,218 +39%
PCG
947
Prosperity Consulting Group
Maryland
$3.58M +$3.01K +46 +0.1%
TWC
948
TD Waterhouse Canada
Ontario, Canada
$3.55M +$1.34M +20,509 +62%
BC
949
Bowman & Company
Wisconsin
$3.55M +$22.1K +337 +0.6%
SIA
950
SeaBridge Investment Advisors
New Jersey
$3.53M