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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
DPI
1026
Diversified Portfolios Inc
Michigan
$2.72M
UF
1027
Univest Financial
Pennsylvania
$2.71M
SF
1028
Symphony Financial
Texas
$2.71M
TWG
1029
The Wealth Group
Minnesota
$2.71M
NFP
1030
NorthLanding Financial Partners
New York
$2.71M
CFO
1031
Colony Family Offices
North Carolina
$2.7M
ATWA
1032
Arbor Trust Wealth Advisors
Michigan
$2.68M
RSF
1033
Rik Saylor Financial
Ohio
$2.67M
PFBT
1034
Parkside Financial Bank & Trust
Missouri
$2.66M
National Bank of Canada
1035
National Bank of Canada
Quebec, Canada
$2.66M
OA
1036
Operose Advisors
Wisconsin
$2.66M
CA
1037
Clune & Associates
Illinois
$2.65M
AWP
1038
Ascent Wealth Partners
New York
$2.64M
CFG
1039
Cosner Financial Group
Colorado
$2.64M
KIA
1040
KCM Investment Advisors
California
$2.63M
CBT
1041
CoreFirst Bank & Trust
Kansas
$2.63M
GPW
1042
Genesis Private Wealth
Virginia
$2.62M
OFG
1043
Oxford Financial Group
Indiana
$2.62M
XF
1044
XML Financial
Maryland
$2.57M
CAL
1045
Capital Advisors Ltd
Ohio
$2.57M
QCM
1046
QRG Capital Management
Illinois
$2.56M
W
1047
WorthPointe
California
$2.55M
NP
1048
NorthRock Partners
Minnesota
$2.54M
FWP
1049
Forefront Wealth Partners
Texas
$2.54M
CBA
1050
Coastal Bridge Advisors
Connecticut
$2.53M