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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
1IA
1201
1834 Investment Advisors
Wisconsin
$1.79M
HBT
1202
Hills Bank & Trust
Iowa
$1.77M
CWM
1203
Calamos Wealth Management
Illinois
$1.77M
SFG
1204
SevenBridge Financial Group
Pennsylvania
$1.76M
TNBTD
1205
Trustmark National Bank Trust Department
Mississippi
$1.76M
PWA
1206
Peterson Wealth Advisors
Utah
$1.76M
CD
1207
Chapin Davis
Maryland
$1.75M
AWA
1208
Amplius Wealth Advisors
Pennsylvania
$1.74M
VF
1209
Vawter Financial
Ohio
$1.73M
RMP
1210
Richards, Merrill & Peterson
Washington
$1.73M
LIPL
1211
Lynch Investment Planning, LLC
Pennsylvania
$1.72M
GWANC
1212
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.72M
V
1213
VeraBank
Texas
$1.72M
MAWCM
1214
Mine & Arao Wealth Creation & Management
California
$1.72M
TIM
1215
Tortoise Investment Management
New York
$1.71M
MAS
1216
MPWM Advisory Solutions
Georgia
$1.71M
EPW
1217
Endeavor Private Wealth
Kansas
$1.7M
BF
1218
Blankinship & Foster
California
$1.7M
Prudential Financial
1219
Prudential Financial
New Jersey
$1.7M
VFS
1220
Valpey Financial Services
New Hampshire
$1.7M
AWA
1221
Aaron Wealth Advisors
Illinois
$1.69M
CW
1222
CrossGen Wealth
North Carolina
$1.69M
ST
1223
Spinnaker Trust
Maine
$1.69M
CCM
1224
Condor Capital Management
New Jersey
$1.68M
EPA
1225
Element Pointe Advisors
Florida
$1.68M