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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
DQRIM
1176
Dale Q Rice Investment Management
Washington
$1.99M -$137K -2,099 -7%
EW
1177
Enzi Wealth
Texas
$1.98M -$505K -7,706 -21%
AC
1178
AWM Capital
Arizona
$1.98M +$1.83K +28 +0.1%
A
1179
Argentarii
Ohio
$1.97M +$497K +7,589 +34%
TPI
1180
Trust Point Inc
Wisconsin
$1.96M +$6.49K +99 +0.3%
EWM
1181
Empirical Wealth Management
Washington
$1.96M +$208K +3,171 +12%
CG
1182
Corundum Group
Colorado
$1.96M -$40.6K -620 -2%
AAP
1183
Arax Advisory Partners
Colorado
$1.95M +$1.94M +29,565 New
GJIA
1184
Glass Jacobson Investment Advisors
Maryland
$1.94M -$75.9K -1,158 -4%
ZF
1185
Zhang Financial
Michigan
$1.94M +$54K +825 +3%
MA
1186
MONECO Advisors
Connecticut
$1.92M -$33.6K -513 -2%
FAM
1187
Forte Asset Management
New York
$1.92M +$170K +2,599 +10%
IP
1188
Ignite Planners
California
$1.92M -$121K -1,840 -6%
FIT
1189
Financially in Tune
Massachusetts
$1.91M +$1.9M +28,989 New
LPFG
1190
Landing Point Financial Group
Ohio
$1.91M -$17.6K -268 -0.9%
OCM
1191
Orion Capital Management
California
$1.9M
BAM
1192
Berkshire Asset Management
Pennsylvania
$1.9M
NCG
1193
Newport Capital Group
New Jersey
$1.89M -$48.9K -746 -3%
TIAAOA
1194
Teachers Insurance & Annuity Association of America
New York
$1.88M -$41.3K -630 -2%
FB
1195
Finward Bancorp
Indiana
$1.88M -$26.5K -405 -1%
NWMP
1196
Noble Wealth Management PBC
Colorado
$1.88M -$65.2K -996 -3%
AWM
1197
Atticus Wealth Management
Florida
$1.87M -$4.13K -63 -0.2%
MWS
1198
MFA Wealth Services
California
$1.87M +$50.4K +770 +3%
IA
1199
Integrity Alliance
Iowa
$1.87M +$609K +9,292 +49%
OFS
1200
Orrstown Financial Services
Pennsylvania
$1.87M +$154K +2,353 +9%