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iShares Core S&P Mid-Cap ETF

2,632 hedge funds and large institutions have $82.5B invested in iShares Core S&P Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 298 funds opening new positions, 1,085 increasing their positions, 912 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

366% more first-time investments, than exits

New positions opened: 298 | 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: 2,4452,632 (+187)

7% more funds holding in top 10

Funds holding in top 10: 338363 (+25)

1.75% more ownership

Funds ownership: 78.76%80.51% (+1.8%)

4% more capital invested

Capital invested by funds: $79.2B → $82.5B (+$3.29B)

Holders
2,632
Holders Change
+187
Holders Change %
+7.65%
% of All Funds
32.02%
Holding in Top 10
363
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+7.4%
% of All Funds
4.42%
New
298
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
SWM
1326
Shakespeare Wealth Management
Wisconsin
$1.38M -$2.62K -40 -0.2%
CCA
1327
Clearwater Capital Advisors
Illinois
$1.38M -$23.3K -356 -2%
GGI
1328
Godsey & Gibb Inc
Virginia
$1.38M +$92.2K +1,407 +7%
BWM
1329
BCS Wealth Management
Tennessee
$1.38M +$683K +10,426 +100%
PGAM
1330
Princeton Global Asset Management
New Jersey
$1.38M +$27.6K +421 +2%
GIPW
1331
Granite Islands Private Wealth
Connecticut
$1.37M +$1.36M +20,838 New
MWA
1332
Motive Wealth Advisors
Michigan
$1.37M
LA
1333
Legacy Advisors
Pennsylvania
$1.37M +$48.6K +742 +4%
SAM
1334
S.A. Mason
Michigan
$1.37M +$6.29K +96 +0.5%
BLC
1335
Brown, Lisle/Cummings
Rhode Island
$1.37M
PWA
1336
Portus Wealth Advisors
North Carolina
$1.36M +$77K +1,175 +6%
CP
1337
Creekside Partners
California
$1.36M +$3.73K +57 +0.3%
ETC
1338
Exchange Traded Concepts
Oklahoma
$1.36M -$48.9K -746 -3%
OPAM
1339
Ocean Park Asset Management
California
$1.36M -$47.2K -720 -3%
ESB
1340
Essex Savings Bank
Connecticut
$1.35M
GWM
1341
GDS Wealth Management
Texas
$1.35M +$44.9K +685 +3%
MCP
1342
Miller Capital Partners
Michigan
$1.35M +$1.34M +20,459 New
IPW
1343
Invictus Private Wealth
Colorado
$1.35M -$6.29K -96 -0.5%
OWA
1344
One Wealth Advisors
California
$1.35M -$334K -5,102 -21%
DACG
1345
Donor Advised Charitable Giving
California
$1.35M -$103K -1,580 -7%
PI
1346
PFG Investments
New York
$1.35M +$63.3K +966 +5%
HCA
1347
Heck Capital Advisors
Wisconsin
$1.34M -$292K -4,457 -18%
FCM
1348
Fell Capital Management
California
$1.34M +$1.33M +20,255 New
SCM
1349
Sage Capital Management
New Jersey
$1.33M +$5.7K +87 +0.4%
GWM
1350
Greenwich Wealth Management
Connecticut
$1.33M