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iShares Core S&P Mid-Cap ETF

2,619 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 292 funds opening new positions, 1,083 increasing their positions, 910 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:

6% more funds holding in top 10

Funds holding in top 10: 338359 (+21)

1.7% more ownership

Funds ownership: 78.74%80.43% (+1.7%)

4% more capital invested

Capital invested by funds: $79.1B → $82.4B (+$3.23B)

Holders
2,619
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
359
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
LWMT
101
Legacy Wealth Management (Tennessee)
Tennessee
$89.1M
EH
102
Equitable Holdings
New York
$88.7M
Nisa Investment Advisors
103
Nisa Investment Advisors
Missouri
$87M
PA
104
Planning Alternatives
Michigan
$84M
HI
105
Harbour Investments
Wisconsin
$82.8M
BFPW
106
BOK Financial Private Wealth
Colorado
$81.7M
RWM
107
RKL Wealth Management
Pennsylvania
$81.6M
Janney Montgomery Scott
108
Janney Montgomery Scott
Pennsylvania
$80.3M
WTC
109
WhitTier Trust Company
Nevada
$80M
Fidelity International
110
Fidelity International
Bermuda
$79.8M
AllianceBernstein
111
AllianceBernstein
Tennessee
$78.8M
AWA
112
Alaska Wealth Advisors
Alaska
$77.6M
CCM
113
Coldstream Capital Management
Washington
$77.4M
BP
114
Ballentine Partners
Massachusetts
$77.4M
Cambridge Investment Research Advisors
115
Cambridge Investment Research Advisors
Iowa
$75.7M
LRIA
116
Leonard Rickey Investment Advisors
Washington
$75.3M
RWB
117
RMR Wealth Builders
New Jersey
$74.9M
GIM
118
Goelzer Investment Management
Indiana
$74M
TIAA Trust, National Association
119
TIAA Trust, National Association
North Carolina
$73.7M
PRA
120
Pine Ridge Advisers
New York
$71.8M
AWE
121
Avidian Wealth Enterprises
Texas
$70.6M
SWP
122
Stratos Wealth Partners
Ohio
$70.5M
AWM
123
Axxcess Wealth Management
California
$69.3M
DWM
124
Destination Wealth Management
California
$68.9M
SOMRS
125
State of Michigan Retirement System
Michigan
$68.3M