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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
AWP
1126
Axis Wealth Partners
Rhode Island
$2.11M
KOMWMG
1127
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.1M
LC
1128
LCNB Corp
Ohio
$2.1M
IAA
1129
Independent Advisor Alliance
North Carolina
$2.1M
BWM
1130
BigSur Wealth Management
Florida
$2.1M
PJSIMP
1131
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.09M
SWM
1132
SpringVest Wealth Management
Texas
$2.09M
FPCP
1133
Fort Point Capital Partners
California
$2.08M
ST
1134
Sageworth Trust
Pennsylvania
$2.08M
HCA
1135
Harbour Capital Advisors
Virginia
$2.07M
BB
1136
Berkshire Bank
Massachusetts
$2.06M
HWA
1137
HCR Wealth Advisors
California
$2.06M
TFS
1138
Thoroughbred Financial Services
Tennessee
$2.06M
ACIM
1139
Azimuth Capital Investment Management
Michigan
$2.05M
MBTD
1140
Mechanics Bank - Trust Department
California
$2.05M
SWM
1141
Selby Wealth Management
California
$2.05M
CCT
1142
Capital City Trust
Florida
$2.04M
OHWP
1143
Oak Harbor Wealth Partners
North Carolina
$2.03M
M
1144
MATAURO
New York
$2.03M
SFGP
1145
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$2.03M
SLC
1146
Second Line Capital
Louisiana
$2.03M
DWP
1147
Daymark Wealth Partners
Ohio
$2.02M
RWP
1148
Revolve Wealth Partners
New Jersey
$2.02M
PVAMC
1149
PPS&V Asset Management Consultants
Michigan
$2.01M
FPGK
1150
Financial Partners Group (Kansas)
Kansas
$2.01M