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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
Ensign Peak Advisors
1001
Ensign Peak Advisors
Utah
$2.99M
PPWP
1002
Premier Path Wealth Partners
New Jersey
$2.98M -$128K -1,954 -4%
SC
1003
SouthState Corp
Florida
$2.98M +$505K +7,705 +21%
GWM
1004
Geneos Wealth Management
Colorado
$2.97M +$155K +2,364 +6%
NEPWA
1005
New England Private Wealth Advisors
Massachusetts
$2.96M -$9.7K -148 -0.3%
Fisher Asset Management
1006
Fisher Asset Management
Washington
$2.95M +$535K +8,164 +22%
RA
1007
RFG Advisory
Alabama
$2.94M -$230K -3,514 -7%
AFP
1008
Ausdal Financial Partners
Iowa
$2.93M -$615K -9,384 -17%
PPF
1009
Pacific Park Financial
California
$2.92M +$2.9M +44,266 New
TAM
1010
Townsend Asset Management
North Carolina
$2.92M -$162K -2,477 -5%
DWM
1011
Diversify Wealth Management
Utah
$2.92M +$1.26M +19,235 +84%
AIM
1012
Advyzon Investment Management
Illinois
$2.92M +$745K +11,377 +35%
ACA
1013
Adirondack Capital Advisors
New York
$2.9M +$2.88M +43,998 New
LOWM
1014
Laurel Oak Wealth Management
New Jersey
$2.9M +$2.87M +43,872 New
SGK
1015
Steigerwald Gordon & Koch
Virginia
$2.9M -$98.5K -1,503 -3%
DFA
1016
Delta Financial Advisors
Louisiana
$2.88M -$19.1K -292 -0.7%
MTIC
1017
Missouri Trust & Investment Company
Missouri
$2.88M
PIA
1018
Polaris Investment Advisors
Massachusetts
$2.87M +$2.85M +43,533 New
SF
1019
SWP Financial
California
$2.86M -$51.8K -791 -2%
WJA
1020
Willis Johnson & Associates
Texas
$2.86M -$1.18M -18,021 -29%
VIM
1021
Vista Investment Management
Pennsylvania
$2.85M +$13.7K +209 +0.5%
KP
1022
Keel Point
Alabama
$2.85M -$20.6K -314 -0.7%
HIA
1023
HTG Investment Advisors
Connecticut
$2.83M -$1.76M -26,890 -39%
SW
1024
SVB Wealth
Massachusetts
$2.82M -$1.04M -15,942 -27%
TFG
1025
Taylor Financial Group
Virginia
$2.81M +$22.8K +348 +0.8%