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iShares Core S&P Mid-Cap ETF

2,595 hedge funds and large institutions have $82.2B invested in iShares Core S&P Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 278 funds opening new positions, 1,078 increasing their positions, 905 reducing their positions, and 65 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:

5% more funds holding in top 10

Funds holding in top 10: 336352 (+16)

1.56% more ownership

Funds ownership: 78.69%80.25% (+1.6%)

4% more capital invested

Capital invested by funds: $79.1B → $82.2B (+$3.09B)

Holders
2,595
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
352
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
BAAM
1126
Baker Avenue Asset Management
California
$2.13M
SCA
1127
St. Clair Advisors
Ohio
$2.13M
RWM
1128
Rialto Wealth Management
New York
$2.12M
GFG
1129
Greystone Financial Group
Michigan
$2.11M
AWP
1130
Axis Wealth Partners
Rhode Island
$2.11M
KOMWMG
1131
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.1M
LC
1132
LCNB Corp
Ohio
$2.1M
IAA
1133
Independent Advisor Alliance
North Carolina
$2.1M
BWM
1134
BigSur Wealth Management
Florida
$2.1M
PJSIMP
1135
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.09M
SWM
1136
SpringVest Wealth Management
Texas
$2.09M
FPCP
1137
Fort Point Capital Partners
California
$2.08M
ST
1138
Sageworth Trust
Pennsylvania
$2.08M
HCA
1139
Harbour Capital Advisors
Virginia
$2.07M
BB
1140
Berkshire Bank
Massachusetts
$2.06M
HWA
1141
HCR Wealth Advisors
California
$2.06M
TFS
1142
Thoroughbred Financial Services
Tennessee
$2.06M
ACIM
1143
Azimuth Capital Investment Management
Michigan
$2.05M
MBTD
1144
Mechanics Bank - Trust Department
California
$2.05M
SWM
1145
Selby Wealth Management
California
$2.05M
CCT
1146
Capital City Trust
Florida
$2.04M
OHWP
1147
Oak Harbor Wealth Partners
North Carolina
$2.03M
M
1148
MATAURO
New York
$2.03M
SFGP
1149
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$2.03M
SLC
1150
Second Line Capital
Louisiana
$2.03M