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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
GSWM
976
Golden State Wealth Management
California
$3.12M
BMWM
977
Brown Miller Wealth Management
Virginia
$3.12M
VCA
978
Verdence Capital Advisors
Maryland
$3.1M
AWA
979
Artemis Wealth Advisors
New York
$3.08M
FCH
980
Freestone Capital Holdings
Washington
$3.08M
CIC
981
Carnegie Investment Counsel
Ohio
$3.07M
WIA
982
Wetzel Investment Advisors
Indiana
$3.05M
BA
983
Ballew Advisors
Mississippi
$3.05M
AWAP
984
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$3.02M
WS
985
Wedbush Securities
California
$3.02M
CI
986
Cambiar Investors
Colorado
$3.02M
Ensign Peak Advisors
987
Ensign Peak Advisors
Utah
$2.99M
PPWP
988
Premier Path Wealth Partners
New Jersey
$2.98M
SC
989
SouthState Corp
Florida
$2.98M
GWM
990
Geneos Wealth Management
Colorado
$2.97M
NEPWA
991
New England Private Wealth Advisors
Massachusetts
$2.96M
Fisher Asset Management
992
Fisher Asset Management
Washington
$2.95M
RA
993
RFG Advisory
Alabama
$2.94M
AFP
994
Ausdal Financial Partners
Iowa
$2.93M
PPF
995
Pacific Park Financial
California
$2.92M
TAM
996
Townsend Asset Management
North Carolina
$2.92M
DWM
997
Diversify Wealth Management
Utah
$2.92M
AIM
998
Advyzon Investment Management
Illinois
$2.92M
ACA
999
Adirondack Capital Advisors
New York
$2.9M
LOWM
1000
Laurel Oak Wealth Management
New Jersey
$2.9M