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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
CWM
951
C2C Wealth Management
Arizona
$3.32M
CFFP
952
Center for Financial Planning
Michigan
$3.3M
MWM
953
MOR Wealth Management
Pennsylvania
$3.29M
SAM
954
Securian Asset Management
Minnesota
$3.29M
CA
955
Crumly & Associates
Illinois
$3.29M
PCMF
956
Private Capital Management (Florida)
Florida
$3.27M
EWA
957
EverSource Wealth Advisors
Alabama
$3.27M
PIA
958
Perennial Investment Advisors
California
$3.24M
OIS
959
Okabena Investment Services
Minnesota
$3.24M
AWM
960
Aureum Wealth Management
Florida
$3.22M
EFG
961
Embree Financial Group
Illinois
$3.22M
LI
962
LVZ Inc
Michigan
$3.21M
CB
963
Cadence Bank
Mississippi
$3.19M
GPI
964
General Partner Inc
Pennsylvania
$3.19M
SWA
965
SOA Wealth Advisors
New York
$3.18M
HCC
966
Hirtle Callaghan & Co
Pennsylvania
$3.17M
BMCM
967
Bryn Mawr Capital Management
Pennsylvania
$3.16M
RWPA
968
Richard W. Paul & Associates
Michigan
$3.16M
QWM
969
Quadcap Wealth Management
Texas
$3.15M
OC
970
Oakworth Capital
Alabama
$3.14M
PFW
971
Petros Family Wealth
Minnesota
$3.14M
GSWM
972
Golden State Wealth Management
California
$3.12M
BMWM
973
Brown Miller Wealth Management
Virginia
$3.12M
VCA
974
Verdence Capital Advisors
Maryland
$3.1M
AWA
975
Artemis Wealth Advisors
New York
$3.08M