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iShares Core S&P Mid-Cap ETF

2,580 hedge funds and large institutions have $82B invested in iShares Core S&P Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 271 funds opening new positions, 1,074 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)

1.35% more ownership

Funds ownership: 78.69%80.04% (+1.3%)

4% more capital invested

Capital invested by funds: $79.1B → $82B (+$2.88B)

Holders
2,580
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
KCPG
1301
Kavar Capital Partners Group
Kansas
$1.4M
FFW
1302
Fusion Family Wealth
New York
$1.4M
MI
1303
Moneywise Inc
Virginia
$1.39M
LC
1304
Lincoln Capital
Nebraska
$1.38M
CWA
1305
Continuum Wealth Advisors
New York
$1.38M
SWM
1306
Shakespeare Wealth Management
Wisconsin
$1.38M
CCA
1307
Clearwater Capital Advisors
Illinois
$1.38M
GGI
1308
Godsey & Gibb Inc
Virginia
$1.38M
BWM
1309
BCS Wealth Management
Tennessee
$1.38M
PGAM
1310
Princeton Global Asset Management
New Jersey
$1.38M
GIPW
1311
Granite Islands Private Wealth
Connecticut
$1.37M
MWA
1312
Motive Wealth Advisors
Michigan
$1.37M
LA
1313
Legacy Advisors
Pennsylvania
$1.37M
SAM
1314
S.A. Mason
Michigan
$1.37M
BLC
1315
Brown, Lisle/Cummings
Rhode Island
$1.37M
PWA
1316
Portus Wealth Advisors
North Carolina
$1.36M
CP
1317
Creekside Partners
California
$1.36M
ETC
1318
Exchange Traded Concepts
Oklahoma
$1.36M
OPAM
1319
Ocean Park Asset Management
California
$1.36M
ESB
1320
Essex Savings Bank
Connecticut
$1.35M
GWM
1321
GDS Wealth Management
Texas
$1.35M
MCP
1322
Miller Capital Partners
Michigan
$1.35M
IPW
1323
Invictus Private Wealth
Colorado
$1.35M
OWA
1324
One Wealth Advisors
California
$1.35M
DACG
1325
Donor Advised Charitable Giving
California
$1.35M