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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
CD
1226
Chapin Davis
Maryland
$1.75M -$52.3K -799 -3%
AWA
1227
Amplius Wealth Advisors
Pennsylvania
$1.74M -$175K -2,679 -9%
VF
1228
Vawter Financial
Ohio
$1.73M -$52.2K -797 -3%
PWS
1229
Pursuit Wealth Strategies
North Carolina
$1.73M +$1.72M +26,226 New
RMP
1230
Richards, Merrill & Peterson
Washington
$1.73M +$84.1K +1,284 +5%
LIP
1231
Lynch Investment Planning
Pennsylvania
$1.72M +$1.71M +26,103 New
GWANC
1232
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.72M +$4.26K +65 +0.2%
V
1233
VeraBank
Texas
$1.72M
MAWCM
1234
Mine & Arao Wealth Creation & Management
California
$1.72M -$10.6K -162 -0.6%
TIM
1235
Tortoise Investment Management
New York
$1.71M
MAS
1236
MPWM Advisory Solutions
Georgia
$1.71M +$25.9K +396 +2%
EPW
1237
Endeavor Private Wealth
Kansas
$1.7M -$63.8K -974 -4%
BF
1238
Blankinship & Foster
California
$1.7M -$10.5K -161 -0.6%
Prudential Financial
1239
Prudential Financial
New Jersey
$1.7M -$832K -12,700 -33%
VFS
1240
Valpey Financial Services
New Hampshire
$1.7M -$27.6K -421 -2%
AWA
1241
Aaron Wealth Advisors
Illinois
$1.69M +$4K +61 +0.2%
CW
1242
CrossGen Wealth
North Carolina
$1.69M +$1.68M +25,624 New
ST
1243
Spinnaker Trust
Maine
$1.69M +$222K +3,386 +15%
CCM
1244
Condor Capital Management
New Jersey
$1.68M -$61K -931 -4%
EPA
1245
Element Pointe Advisors
Florida
$1.68M
CCA
1246
Cora Capital Advisors
New Jersey
$1.67M +$19.1K +292 +1%
CC
1247
Cadinha & Co
Hawaii
$1.66M -$7.47K -114 -0.5%
T. Rowe Price Associates
1248
T. Rowe Price Associates
Maryland
$1.65M
FGA
1249
Fortis Group Advisors
New Jersey
$1.64M +$137K +2,097 +10%
MWA
1250
Meridian Wealth Advisors
Texas
$1.63M +$1.07M +16,364 +196%