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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
BFG
1276
Baron Financial Group
New Jersey
$1.55M -$75.4K -1,151 -5%
WWM
1277
Wolff Wiese Magana
California
$1.55M +$223K +3,401 +17%
First Manhattan
1278
First Manhattan
New York
$1.55M +$194K +2,961 +14%
TSW
1279
Three Seasons Wealth
Utah
$1.54M -$213K -3,251 -12%
IPWA
1280
International Private Wealth Advisors
California
$1.54M +$5.24K +80 +0.3%
SI
1281
Saxon Interests
Texas
$1.54M -$70K -1,068 -4%
OWA
1282
Octavia Wealth Advisors
Ohio
$1.54M +$4.13K +63 +0.3%
WP
1283
WealthShield Partners
North Carolina
$1.54M +$250K +3,815 +20%
CANC
1284
Culbertson A N & Co
Virginia
$1.53M -$8.19K -125 -0.5%
AWM
1285
Angeles Wealth Management
California
$1.52M +$46.2K +705 +3%
EK
1286
Evensky & Katz
Florida
$1.52M +$35.4K +541 +2%
AFG
1287
Atomi Financial Group
New York
$1.52M +$18.3K +280 +1%
PVI
1288
Pine Valley Investments
New Jersey
$1.52M +$14.5K +222 +1%
RMCM
1289
Reynders McVeigh Capital Management
Massachusetts
$1.51M -$22.9K -350 -2%
AWA
1290
Arete Wealth Advisors
Illinois
$1.51M +$84.4K +1,289 +6%
KFGK
1291
Keystone Financial Group (Kentucky)
Kentucky
$1.51M +$77K +1,175 +5%
GWS
1292
Glassman Wealth Services
Virginia
$1.51M -$495K -7,564 -25%
WE
1293
Wealth Effects
Massachusetts
$1.49M +$32.8K +500 +2%
CAG
1294
Csenge Advisory Group
Florida
$1.49M +$496K +7,576 +51%
PCM
1295
Pointe Capital Management
Michigan
$1.48M +$222K +3,385 +18%
MIM
1296
Marco Investment Management
Georgia
$1.48M
Invesco
1297
Invesco
Georgia
$1.47M +$541K +8,261 +59%
PCA
1298
Prosperity Capital Advisors
Ohio
$1.47M +$741K +11,316 +103%
MA
1299
Maxele Advisors
Missouri
$1.47M +$197 +3 +0%
PPA
1300
Pacific Point Advisors
California
$1.46M