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iShares Core S&P Mid-Cap ETF

2,580 hedge funds and large institutions have $82B invested in iShares Core S&P Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 271 funds opening new positions, 1,074 increasing their positions, 902 reducing their positions, and 64 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:

4% more funds holding in top 10

Funds holding in top 10: 336349 (+13)

1.35% more ownership

Funds ownership: 78.69%80.04% (+1.3%)

4% more capital invested

Capital invested by funds: $79.1B → $82B (+$2.88B)

Holders
2,580
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
349
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
LWL
1101
Leo Wealth LLC
Texas
$2.19M
SAS
1102
Stelac Advisory Services
New York
$2.18M
EA
1103
Everpar Advisors
Oklahoma
$2.18M
PFGIA
1104
Patriot Financial Group Insurance Agency
Massachusetts
$2.18M
TFA
1105
Trinity Financial Advisors
Ohio
$2.17M
OFS
1106
Oldfather Financial Services
Nebraska
$2.17M
BFC
1107
Bedel Financial Consulting
Indiana
$2.17M
MCM
1108
Maple Capital Management
Vermont
$2.16M
SAM
1109
Smartleaf Asset Management
Massachusetts
$2.16M
KBFS
1110
Kohmann Bosshard Financial Services
Ohio
$2.16M
TP
1111
Tranquility Partners
Tennessee
$2.16M
FHC
1112
First Heartland Consultants
Missouri
$2.15M
PTC
1113
Philadelphia Trust Company
Pennsylvania
$2.15M
CMAI
1114
Capital Management Associates Inc
Minnesota
$2.15M
IA
1115
IFC Advisors
California
$2.14M
WCM
1116
Washburn Capital Management
Florida
$2.14M
CA
1117
Continuum Advisory
Idaho
$2.13M
EB
1118
Exchange Bank
California
$2.13M
BFW
1119
Brady Family Wealth
Missouri
$2.13M
TIAM2
1120
Tru Independence Asset Management 2
Oregon
$2.13M
CSIC
1121
Clifford Swan Investment Counsel
California
$2.13M
BAAM
1122
Baker Avenue Asset Management
California
$2.13M
SCA
1123
St. Clair Advisors
Ohio
$2.13M
RWM
1124
Rialto Wealth Management
New York
$2.12M
GFG
1125
Greystone Financial Group
Michigan
$2.11M