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iShares Core S&P Mid-Cap ETF

2,577 hedge funds and large institutions have $81.7B invested in iShares Core S&P Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 269 funds opening new positions, 1,073 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)

1.03% more ownership

Funds ownership: 78.69%79.72% (+1%)

3% more capital invested

Capital invested by funds: $79.1B → $81.7B (+$2.56B)

Holders
2,577
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
EH
101
Equitable Holdings
New York
$88.7M
Nisa Investment Advisors
102
Nisa Investment Advisors
Missouri
$87M
PA
103
Planning Alternatives
Michigan
$84M
HI
104
Harbour Investments
Wisconsin
$82.8M
BFPW
105
BOK Financial Private Wealth
Colorado
$81.7M
RWM
106
RKL Wealth Management
Pennsylvania
$81.6M
Janney Montgomery Scott
107
Janney Montgomery Scott
Pennsylvania
$80.3M
WTC
108
WhitTier Trust Company
Nevada
$80M
Fidelity International
109
Fidelity International
Bermuda
$79.8M
AllianceBernstein
110
AllianceBernstein
Tennessee
$78.8M
AWA
111
Alaska Wealth Advisors
Alaska
$77.6M
CCM
112
Coldstream Capital Management
Washington
$77.4M
BP
113
Ballentine Partners
Massachusetts
$77.4M
Cambridge Investment Research Advisors
114
Cambridge Investment Research Advisors
Iowa
$75.7M
LRIA
115
Leonard Rickey Investment Advisors
Washington
$75.3M
RWB
116
RMR Wealth Builders
New Jersey
$74.9M
GIM
117
Goelzer Investment Management
Indiana
$74M
TIAA Trust, National Association
118
TIAA Trust, National Association
North Carolina
$73.7M
PRA
119
Pine Ridge Advisers
New York
$71.8M
AWE
120
Avidian Wealth Enterprises
Texas
$70.6M
SWP
121
Stratos Wealth Partners
Ohio
$70.5M
AWM
122
Axxcess Wealth Management
California
$69.3M
DWM
123
Destination Wealth Management
California
$68.9M
SOMRS
124
State of Michigan Retirement System
Michigan
$68.3M
MA
125
MCF Advisors
Kentucky
$67M