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iShares Core S&P Mid-Cap ETF

2,631 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: 2,4452,631 (+186)

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
2,631
Holders Change
+186
Holders Change %
+7.61%
% of All Funds
32.01%
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
SWM
1151
SpringVest Wealth Management
Texas
$2.09M -$59.9K -915 -3%
FPCP
1152
Fort Point Capital Partners
California
$2.08M -$271K -4,144 -12%
ST
1153
Sageworth Trust
Pennsylvania
$2.08M +$15K +229 +0.7%
HCA
1154
Harbour Capital Advisors
Virginia
$2.07M +$328 +5 +0%
BB
1155
Berkshire Bank
Massachusetts
$2.06M +$27.8K +425 +1%
HWA
1156
HCR Wealth Advisors
California
$2.06M +$2.04M +31,210 New
TFS
1157
Thoroughbred Financial Services
Tennessee
$2.06M +$28.4K +434 +1%
ACIM
1158
Azimuth Capital Investment Management
Michigan
$2.05M +$721 +11 +0%
MBTD
1159
Mechanics Bank - Trust Department
California
$2.05M +$111K +1,694 +6%
SWM
1160
Selby Wealth Management
California
$2.05M +$2.03M +31,013 New
CCT
1161
Capital City Trust
Florida
$2.04M
OHWP
1162
Oak Harbor Wealth Partners
North Carolina
$2.03M -$88.2K -1,346 -4%
M
1163
MATAURO
New York
$2.03M -$19.9K -304 -1%
SFGP
1164
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$2.03M +$481K +7,343 +31%
SLC
1165
Second Line Capital
Louisiana
$2.03M -$212K -3,241 -10%
DWP
1166
Daymark Wealth Partners
Ohio
$2.02M -$4.98K -76 -0.2%
RWP
1167
Revolve Wealth Partners
New Jersey
$2.02M -$123K -1,877 -6%
PVAMC
1168
PPS&V Asset Management Consultants
Michigan
$2.01M -$63.3K -966 -3%
FPGK
1169
Financial Partners Group (Kansas)
Kansas
$2.01M -$24.2K -370 -1%
MWM
1170
Modern Wealth Management
Kansas
$2M +$1.02M +15,643 +106%
NA
1171
Nordwand Advisors
Pennsylvania
$2M -$1.23M -18,710 -38%
SS
1172
Sunbelt Securities
Texas
$2M -$36.9K -564 -2%
FIA
1173
Foundations Investment Advisors
Arizona
$2M +$568K +8,674 +40%
GAG
1174
GM Advisory Group
New York
$1.99M -$316K -4,823 -14%
SL
1175
SFM LLC
New Hampshire
$1.99M -$78.1K -1,193 -4%