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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
PCM
1101
Palisade Capital Management
New Jersey
$2.34M -$250K -3,816 -10%
HWMT
1102
Heritage Wealth Management (Texas)
Texas
$2.33M -$269K -4,107 -10%
MHS
1103
M Holdings Securities
Oregon
$2.33M +$2.31M +35,315 New
WTB
1104
Washington Trust Bank
Washington
$2.32M
CFA
1105
Churchill Financial Advisors
Kentucky
$2.32M +$2.3M +35,164 New
GKIM
1106
GW&K Investment Management
Massachusetts
$2.28M +$391K +5,964 +21%
CP
1107
Clarendon Private
Massachusetts
$2.27M +$454K +6,925 +25%
HSWS
1108
Higgins & Schmidt Wealth Strategies
Colorado
$2.27M -$3.73K -57 -0.2%
CWS
1109
Confluence Wealth Services
Pennsylvania
$2.25M +$820K +12,521 +58%
GA
1110
Greenspring Advisors
Maryland
$2.25M +$1.91M +29,135 +588%
CIAS
1111
CBIZ Investment Advisory Services
Ohio
$2.24M +$102K +1,558 +5%
S
1112
Sunpointe
Missouri
$2.23M +$175K +2,674 +9%
GI
1113
Gradient Investments
Minnesota
$2.21M +$87.3K +1,332 +4%
WOSD
1114
WFA of San Diego
California
$2.21M +$26.5K +404 +1%
LWM
1115
Lyell Wealth Management
California
$2.21M -$273K -4,175 -11%
FMP
1116
Financial Management Professionals
Texas
$2.21M +$15.6K +238 +0.7%
NB
1117
Nicolet Bankshares
Wisconsin
$2.2M +$490K +7,485 +29%
WAM
1118
Weinberger Asset Management
California
$2.2M -$75.5K -1,153 -3%
AIA
1119
Arcadia Investment Advisors
Idaho
$2.19M -$50.8K -775 -2%
LWL
1120
Leo Wealth LLC
Texas
$2.19M +$172K +2,624 +9%
SAS
1121
Stelac Advisory Services
New York
$2.18M -$500K -7,637 -19%
EA
1122
Everpar Advisors
Oklahoma
$2.18M -$1.79M -27,369 -45%
PFGIA
1123
Patriot Financial Group Insurance Agency
Massachusetts
$2.18M +$95.4K +1,457 +5%
TFA
1124
Trinity Financial Advisors
Ohio
$2.17M -$71.7K -1,095 -3%
OFS
1125
Oldfather Financial Services
Nebraska
$2.17M +$3.27K +50 +0.2%