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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
OIS
976
Okabena Investment Services
Minnesota
$3.24M +$419K +6,404 +15%
AWM
977
Aureum Wealth Management
Florida
$3.22M +$3.2M +48,805 New
EFG
978
Embree Financial Group
Illinois
$3.22M -$286K -4,364 -8%
LI
979
LVZ Inc
Michigan
$3.21M -$1.99M -30,373 -38%
BONH
980
Bank of New Hampshire
New Hampshire
$3.2M -$189K -2,892 -6%
CB
981
Cadence Bank
Mississippi
$3.19M +$264K +4,031 +9%
GPI
982
General Partner Inc
Pennsylvania
$3.19M
SWA
983
SOA Wealth Advisors
New York
$3.18M -$177K -2,696 -5%
HCC
984
Hirtle Callaghan & Co
Pennsylvania
$3.17M +$156K +2,385 +5%
BMCM
985
Bryn Mawr Capital Management
Pennsylvania
$3.16M +$10.2K +155 +0.3%
RWPA
986
Richard W. Paul & Associates
Michigan
$3.16M -$5.7K -87 -0.2%
QWM
987
Quadcap Wealth Management
Texas
$3.15M -$159K -2,424 -5%
OC
988
Oakworth Capital
Alabama
$3.14M -$22K -336 -0.7%
PFW
989
Petros Family Wealth
Minnesota
$3.14M +$418K +6,378 +15%
GSWM
990
Golden State Wealth Management
California
$3.12M +$169K +2,578 +6%
BMWM
991
Brown Miller Wealth Management
Virginia
$3.12M +$371K +5,664 +14%
VCA
992
Verdence Capital Advisors
Maryland
$3.1M -$929K -14,183 -23%
AWA
993
Artemis Wealth Advisors
New York
$3.08M
FCH
994
Freestone Capital Holdings
Washington
$3.08M -$30.5K -465 -1%
CIC
995
Carnegie Investment Counsel
Ohio
$3.07M -$197K -3,007 -6%
WIA
996
Wetzel Investment Advisors
Indiana
$3.05M -$21K -321 -0.7%
BA
997
Ballew Advisors
Mississippi
$3.05M +$9.37K +143 +0.3%
AWAP
998
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$3.02M -$779K -11,891 -21%
WS
999
Wedbush Securities
California
$3.02M +$36.9K +564 +1%
CI
1000
Cambiar Investors
Colorado
$3.02M -$1.2M -18,337 -29%