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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
CCP
1026
Cushing Capital Partners
Wisconsin
$2.8M -$140K -2,138 -5%
Deutsche Bank
1027
Deutsche Bank
Germany
$2.8M -$584K -8,920 -17%
NPFS
1028
Novak & Powell Financial Services
Florida
$2.78M +$9.5K +145 +0.3%
Koshinski Asset Management
1029
Koshinski Asset Management
Illinois
$2.78M -$22.7K -346 -0.8%
BA
1030
Brightwater Advisory
Florida
$2.78M +$103K +1,569 +4%
EI
1031
Ellevest Inc
New York
$2.78M -$15.4K -235 -0.6%
AF
1032
Amara Financial
California
$2.77M -$33.3K -509 -1%
RWM
1033
Rockwood Wealth Management
Pennsylvania
$2.75M +$381K +5,819 +16%
PGWM
1034
Pitti Group Wealth Management
New York
$2.75M +$15.6K +238 +0.6%
SIAS
1035
Summit Investment Advisory Services
Minnesota
$2.75M -$5.63K -86 -0.2%
AssetMark Inc
1036
AssetMark Inc
California
$2.74M +$308K +4,703 +13%
SOS
1037
Silver Oak Securities
Tennessee
$2.73M +$33.2K +507 +1%
FCA
1038
FLC Capital Advisors
California
$2.72M -$25K -381 -0.9%
LL
1039
LPWM LLC
Minnesota
$2.72M +$1.34M +20,449 +99%
DPI
1040
Diversified Portfolios Inc
Michigan
$2.72M -$14.4K -220 -0.5%
UF
1041
Univest Financial
Pennsylvania
$2.71M -$32.7K -499 -1%
SF
1042
Symphony Financial
Texas
$2.71M -$577K -8,808 -18%
TWG
1043
The Wealth Group
Minnesota
$2.71M -$15.7K -239 -0.6%
NFP
1044
NorthLanding Financial Partners
New York
$2.71M +$40.9K +624 +2%
CFO
1045
Colony Family Offices
North Carolina
$2.7M
ATWA
1046
Arbor Trust Wealth Advisors
Michigan
$2.68M -$147K -2,241 -5%
RSF
1047
Rik Saylor Financial
Ohio
$2.67M -$51.2K -781 -2%
PFBT
1048
Parkside Financial Bank & Trust
Missouri
$2.66M +$102K +1,550 +4%
National Bank of Canada
1049
National Bank of Canada
Quebec, Canada
$2.66M -$4.66M -71,113 -64%
OA
1050
Operose Advisors
Wisconsin
$2.66M -$152K -2,315 -5%