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iShares Core S&P Mid-Cap ETF

2,596 hedge funds and large institutions have $82.2B invested in iShares Core S&P Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 279 funds opening new positions, 1,078 increasing their positions, 905 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:

5% more funds holding in top 10

Funds holding in top 10: 336352 (+16)

1.56% more ownership

Funds ownership: 78.69%80.25% (+1.6%)

4% more capital invested

Capital invested by funds: $79.1B → $82.2B (+$3.09B)

Holders
2,596
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
352
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
AAG
1301
Armstrong Advisory Group
Massachusetts
$1.42M
DIA
1302
Dana Investment Advisors
Wisconsin
$1.42M
FFG
1303
Fortress Financial Group
Minnesota
$1.41M
BPWM
1304
BCS Private Wealth Management
New Jersey
$1.4M
KCPG
1305
Kavar Capital Partners Group
Kansas
$1.4M
FFW
1306
Fusion Family Wealth
New York
$1.4M
MI
1307
Moneywise Inc
Virginia
$1.39M
LC
1308
Lincoln Capital
Nebraska
$1.38M
CWA
1309
Continuum Wealth Advisors
New York
$1.38M
SWM
1310
Shakespeare Wealth Management
Wisconsin
$1.38M
CCA
1311
Clearwater Capital Advisors
Illinois
$1.38M
GGI
1312
Godsey & Gibb Inc
Virginia
$1.38M
BWM
1313
BCS Wealth Management
Tennessee
$1.38M
PGAM
1314
Princeton Global Asset Management
New Jersey
$1.38M
GIPW
1315
Granite Islands Private Wealth
Connecticut
$1.37M
MWA
1316
Motive Wealth Advisors
Michigan
$1.37M
LA
1317
Legacy Advisors
Pennsylvania
$1.37M
SAM
1318
S.A. Mason
Michigan
$1.37M
BLC
1319
Brown, Lisle/Cummings
Rhode Island
$1.37M
PWA
1320
Portus Wealth Advisors
North Carolina
$1.36M
CP
1321
Creekside Partners
California
$1.36M
ETC
1322
Exchange Traded Concepts
Oklahoma
$1.36M
OPAM
1323
Ocean Park Asset Management
California
$1.36M
ESB
1324
Essex Savings Bank
Connecticut
$1.35M
GWM
1325
GDS Wealth Management
Texas
$1.35M