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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
CSF
951
Capital Squared Financial
Maryland
$3.52M +$612K +9,347 +21%
VPW
952
Variant Private Wealth
Virginia
$3.52M -$549K -8,381 -14%
JAWA
953
John A. Wolfe & Associates
Michigan
$3.49M +$3.46M +52,856 New
PCA
954
Providence Capital Advisors
North Carolina
$3.49M +$130K +1,980 +4%
AT
955
Arlington Trust
Alabama
$3.48M +$2.33M +35,561 +207%
SFS
956
Sowell Financial Services
Arkansas
$3.46M +$40.4K +616 +1%
BRM
957
Boston Research & Management
Massachusetts
$3.45M +$84.4K +1,289 +3%
NDBT
958
North Dallas Bank & Trust
Texas
$3.43M +$3.4M +51,952 New
CNWM
959
Clay Northam Wealth Management
California
$3.41M +$301K +4,595 +10%
TPWA
960
TRUE Private Wealth Advisors
Oregon
$3.4M -$136K -2,069 -4%
JAA
961
Joel Adams & Associates
North Carolina
$3.4M -$187K -2,860 -5%
GAM
962
Gotham Asset Management
New York
$3.37M +$1M +15,271 +43%
CAAM
963
Cornerstone Advisors Asset Management
Pennsylvania
$3.36M -$200K -3,056 -6%
WFA
964
Wellspring Financial Advisors
Ohio
$3.36M -$795K -12,141 -0.9%
FWM
965
ForthRight Wealth Management
Georgia
$3.35M -$70K -1,068 -2%
NWMG
966
National Wealth Management Group
Ohio
$3.35M +$322K +4,920 +11%
FTC
967
Farmers Trust Company
Ohio
$3.32M -$72.1K -1,100 -2%
CWM
968
C2C Wealth Management
Arizona
$3.32M -$38.2K -583 -1%
CFFP
969
Center for Financial Planning
Michigan
$3.3M +$25.5K +390 +0.8%
MWM
970
MOR Wealth Management
Pennsylvania
$3.29M +$3.26M +49,818 New
SAM
971
Securian Asset Management
Minnesota
$3.29M +$347K +5,300 +12%
CA
972
Crumly & Associates
Illinois
$3.29M
PCMF
973
Private Capital Management (Florida)
Florida
$3.27M +$62K +947 +2%
EWA
974
EverSource Wealth Advisors
Alabama
$3.27M +$90.7K +1,385 +3%
PIA
975
Perennial Investment Advisors
California
$3.24M -$177K -2,701 -5%