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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
OC
1076
Opinicus Capital
Florida
$2.46M +$13.1K +200 +0.5%
NWM
1077
Nolet Wealth Management
Texas
$2.45M +$2.44M +37,187 New
CCFM
1078
Clear Creek Financial Management
Washington
$2.45M +$99.7K +1,522 +4%
SC
1079
Sapient Capital
Indiana
$2.45M +$882K +13,459 +58%
ASW
1080
Astoria Strategic Wealth
Texas
$2.43M +$19.5K +298 +0.8%
HSA
1081
HBK Sorce Advisory
Pennsylvania
$2.43M +$33.6K +513 +2%
TW
1082
Towerpoint Wealth
California
$2.43M +$12.8K +196 +0.5%
PG
1083
Patten Group
Tennessee
$2.42M -$240K -3,661 -9%
CC
1084
Corsicana & Co
Texas
$2.41M +$126K +1,925 +6%
B
1085
Bensler
Washington
$2.41M +$5.04K +77 +0.2%
EFL
1086
ERn Financial LLC
Wisconsin
$2.4M +$22.3K +341 +0.9%
FWP
1087
FAS Wealth Partners
Kansas
$2.39M -$38.2K -583 -2%
FDW
1088
Fourth Dimension Wealth
Ohio
$2.38M +$58.8K +897 +3%
LFP
1089
Lakeshore Financial Planning
Michigan
$2.38M -$59K -901 -2%
EW
1090
Evoke Wealth
California
$2.38M -$392K -5,979 -14%
TA
1091
TFB Advisors
Kansas
$2.38M -$59.8K -913 -2%
BFO
1092
Biltmore Family Office
North Carolina
$2.37M +$138K +2,105 +6%
AFA
1093
Antonelli Financial Advisors
Michigan
$2.37M +$17.7K +270 +0.8%
BFM
1094
Broadview Financial Management
Wisconsin
$2.36M +$3.08K +47 +0.1%
Mirae Asset Global Investments
1095
Mirae Asset Global Investments
South Korea
$2.36M +$2.34M +35,683 New
EV
1096
EJMK Ventures
Illinois
$2.35M +$2.34M +35,648 New
SAM
1097
Sherman Asset Management
California
$2.35M
GHA
1098
GW Henssler & Associates
Georgia
$2.35M -$414K -6,317 -15%
MWM
1099
MY Wealth Management
Maryland
$2.35M -$113K -1,730 -5%
TIA
1100
Tiemann Investment Advisors
California
$2.34M +$64.5K +985 +3%