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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
ACA
1251
Arsenal Capital Advisors
Pennsylvania
$1.63M +$1.61M +24,625 New
Empower Advisory Group
1252
Empower Advisory Group
Colorado
$1.62M -$240K -3,664 -13%
MIA
1253
MMBG Investment Advisors
Florida
$1.62M
ANB
1254
Amarillo National Bank
Texas
$1.62M -$133K -2,032 -8%
TCM
1255
Traynor Capital Management
Pennsylvania
$1.62M -$17.4K -265 -1%
CCA
1256
Carrera Capital Advisors
Michigan
$1.61M +$274K +4,189 +21%
CA
1257
CGN Advisors
Kansas
$1.61M +$22.6K +345 +1%
AWA
1258
American Wealth Advisors
Georgia
$1.61M -$30.2K -461 -2%
KLCM
1259
KG&L Capital Management
Louisiana
$1.61M -$66.6K -1,017 -4%
FCB
1260
First County Bank
Connecticut
$1.61M
SWM
1261
SilverOak Wealth Management
Minnesota
$1.6M +$13.8K +211 +0.9%
DSC
1262
Duncker Streett & Co
Missouri
$1.59M -$14.3K -219 -0.9%
SPC
1263
Spirepoint Private Client
Florida
$1.59M +$89.3K +1,363 +6%
TBT
1264
Texas Bank & Trust
Texas
$1.58M -$6.55K -100 -0.4%
MAS
1265
Madden Advisory Services
Florida
$1.58M -$22.3K -340 -1%
2WWM
1266
21 West Wealth Management
California
$1.58M
TC
1267
Tannin Capital
North Carolina
$1.58M +$1.57M +23,922 New
SDWMA
1268
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.58M +$96.3K +1,470 +7%
CFO
1269
Cambient Family Office
Michigan
$1.57M +$1.56M +23,846 New
TAFW
1270
Tred Avon Family Wealth
Maryland
$1.57M +$131 +2 +0%
CIEC
1271
Crédit Industriel et Commercial
France
$1.56M +$1.55M +23,677 New
GF
1272
GGM Financials
Ohio
$1.56M -$217K -3,308 -12%
TMWM
1273
Taylor & Morgan Wealth Management
Michigan
$1.56M +$11.7K +178 +0.8%
AG
1274
Ascent Group
Virginia
$1.56M +$163K +2,486 +12%
PA
1275
Procyon Advisors
Connecticut
$1.56M +$917 +14 +0.1%