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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
MWM
1151
Modern Wealth Management
Kansas
$2M
NA
1152
Nordwand Advisors
Pennsylvania
$2M
SS
1153
Sunbelt Securities
Texas
$2M
FIA
1154
Foundations Investment Advisors
Arizona
$2M
GAG
1155
GM Advisory Group
New York
$1.99M
SL
1156
SFM LLC
New Hampshire
$1.99M
DQRIM
1157
Dale Q Rice Investment Management
Washington
$1.99M
EW
1158
Enzi Wealth
Texas
$1.98M
AC
1159
AWM Capital
Arizona
$1.98M
A
1160
Argentarii
Ohio
$1.97M
TPI
1161
Trust Point Inc
Wisconsin
$1.96M
EWM
1162
Empirical Wealth Management
Washington
$1.96M
CG
1163
Corundum Group
Colorado
$1.96M
AAP
1164
Arax Advisory Partners
Colorado
$1.95M
GJIA
1165
Glass Jacobson Investment Advisors
Maryland
$1.94M
ZF
1166
Zhang Financial
Michigan
$1.94M
MA
1167
MONECO Advisors
Connecticut
$1.92M
FAM
1168
Forte Asset Management
New York
$1.92M
IP
1169
Ignite Planners
California
$1.92M
FITL
1170
Financially in Tune, LLC
Massachusetts
$1.91M
LPFG
1171
Landing Point Financial Group
Ohio
$1.91M
OCM
1172
Orion Capital Management
California
$1.9M
BAM
1173
Berkshire Asset Management
Pennsylvania
$1.9M
NCG
1174
Newport Capital Group
New Jersey
$1.89M
TIAAOA
1175
Teachers Insurance & Annuity Association of America
New York
$1.88M