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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
RSEWM
1201
River's Edge Wealth Management
Pennsylvania
$1.81M
CFG
1202
Cooper Financial Group
California
$1.8M
HA
1203
Huntleigh Advisors
Missouri
$1.8M
RWMG
1204
Redwood Wealth Management Group
New Jersey
$1.8M
1IA
1205
1834 Investment Advisors
Wisconsin
$1.79M
HBT
1206
Hills Bank & Trust
Iowa
$1.77M
CWM
1207
Calamos Wealth Management
Illinois
$1.77M
SFG
1208
SevenBridge Financial Group
Pennsylvania
$1.76M
TNBTD
1209
Trustmark National Bank Trust Department
Mississippi
$1.76M
PWA
1210
Peterson Wealth Advisors
Utah
$1.76M
CD
1211
Chapin Davis
Maryland
$1.75M
AWA
1212
Amplius Wealth Advisors
Pennsylvania
$1.74M
VF
1213
Vawter Financial
Ohio
$1.73M
RMP
1214
Richards, Merrill & Peterson
Washington
$1.73M
LIP
1215
Lynch Investment Planning
Pennsylvania
$1.72M
GWANC
1216
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.72M
V
1217
VeraBank
Texas
$1.72M
MAWCM
1218
Mine & Arao Wealth Creation & Management
California
$1.72M
TIM
1219
Tortoise Investment Management
New York
$1.71M
MAS
1220
MPWM Advisory Solutions
Georgia
$1.71M
EPW
1221
Endeavor Private Wealth
Kansas
$1.7M
BF
1222
Blankinship & Foster
California
$1.7M
Prudential Financial
1223
Prudential Financial
New Jersey
$1.7M
VFS
1224
Valpey Financial Services
New Hampshire
$1.7M
AWA
1225
Aaron Wealth Advisors
Illinois
$1.69M