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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
CA
1051
Clune & Associates
Illinois
$2.65M +$533K +8,136 +25%
AWP
1052
Ascent Wealth Partners
New York
$2.64M +$51.9K +793 +2%
CFG
1053
Cosner Financial Group
Colorado
$2.64M +$370K +5,655 +16%
KIA
1054
KCM Investment Advisors
California
$2.63M -$23.1K -352 -0.9%
CBT
1055
CoreFirst Bank & Trust
Kansas
$2.63M -$587K -8,963 -18%
GPW
1056
Genesis Private Wealth
Virginia
$2.62M +$2.6M +39,762 New
OFG
1057
Oxford Financial Group
Indiana
$2.62M -$280K -4,280 -10%
XF
1058
XML Financial
Maryland
$2.57M -$36.5K -557 -1%
CAL
1059
Capital Advisors Ltd
Ohio
$2.57M -$17K -259 -0.7%
QCM
1060
QRG Capital Management
Illinois
$2.56M +$223K +3,402 +10%
W
1061
WorthPointe
California
$2.55M -$3.08K -47 -0.1%
NP
1062
NorthRock Partners
Minnesota
$2.54M -$335K -5,110 -12%
FWP
1063
Forefront Wealth Partners
Texas
$2.54M +$116K +1,773 +5%
CBA
1064
Coastal Bridge Advisors
Connecticut
$2.53M +$189K +2,881 +8%
4FG
1065
4Thought Financial Group
New York
$2.52M +$1.5M +22,943 +151%
GC
1066
Gilbert & Cook
Iowa
$2.5M -$9.11K -139 -0.4%
MW
1067
Marble Wealth
Alabama
$2.5M +$2.48M +37,886 New
MC
1068
Moors & Cabot
Massachusetts
$2.5M +$470K +7,175 +23%
FG
1069
Fairman Group
Pennsylvania
$2.5M -$36.1K -551 -1%
SYBT
1070
Stock Yards Bank & Trust
Kentucky
$2.49M +$149K +2,278 +6%
CNBT
1071
Canandaigua National Bank & Trust
New York
$2.49M -$19.8K -302 -0.8%
MKW
1072
Mullaney, Keating & Wright
Connecticut
$2.48M +$90.4K +1,380 +4%
ML
1073
MLP3 LLC
New Jersey
$2.48M +$2.46M +37,532 New
GM
1074
GeoWealth Management
Illinois
$2.47M +$3.73K +57 +0.2%
GI
1075
GAMMA Investing
California
$2.46M +$106K +1,616 +5%