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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
BFO
926
Boston Family Office
Massachusetts
$3.62M
CA
927
Claro Advisors
Massachusetts
$3.61M
FA
928
Flagstar Advisors
New York
$3.59M
BWG
929
Balanced Wealth Group
Ohio
$3.59M
LAM
930
LOM Asset Management
$3.58M
CF
931
Convergence Financial
Missouri
$3.58M
CD
932
Capital Developers
North Carolina
$3.58M
CNB
933
Camden National Bank
Maine
$3.58M
PCG
934
Prosperity Consulting Group
Maryland
$3.58M
TWC
935
TD Waterhouse Canada
Ontario, Canada
$3.55M
BC
936
Bowman & Company
Wisconsin
$3.55M
SIA
937
SeaBridge Investment Advisors
New Jersey
$3.53M
VPW
938
Variant Private Wealth
Virginia
$3.52M
JAWA
939
John A. Wolfe & Associates
Michigan
$3.49M
PCA
940
Providence Capital Advisors
North Carolina
$3.49M
AT
941
Arlington Trust
Alabama
$3.48M
SFS
942
Sowell Financial Services
Arkansas
$3.46M
BRM
943
Boston Research & Management
Massachusetts
$3.45M
NDBT
944
North Dallas Bank & Trust
Texas
$3.43M
CNWM
945
Clay Northam Wealth Management
California
$3.41M
TPWA
946
TRUE Private Wealth Advisors
Oregon
$3.4M
JAA
947
Joel Adams & Associates
North Carolina
$3.4M
GAM
948
Gotham Asset Management
New York
$3.37M
CAAM
949
Cornerstone Advisors Asset Management
Pennsylvania
$3.36M
WFA
950
Wellspring Financial Advisors
Ohio
$3.36M