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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
PMFA
1351
Plante Moran Financial Advisors
Michigan
$1.32M +$349K +5,325 +36%
6F
1352
626 Financial
Michigan
$1.32M -$141K -2,145 -10%
NWP
1353
NerdWallet Wealth Partners
New York
$1.32M +$219K +3,337 +20%
DI
1354
Disciplined Investments
Oklahoma
$1.32M -$5.57K -85 -0.4%
NF
1355
Nikulski Financial
Iowa
$1.31M -$955K -14,573 -42%
PCA
1356
Pallas Capital Advisors
Massachusetts
$1.31M +$42.9K +655 +3%
DW
1357
Dodds Wealth
Colorado
$1.31M -$142K -2,164 -10%
AIP
1358
Alexis Investment Partners
Texas
$1.31M -$27.8K -425 -2%
LNB
1359
Ledyard National Bank
$1.3M -$80.6K -1,231 -6%
PWC
1360
Pathfinder Wealth Consulting
North Carolina
$1.3M +$1.29M +19,678 New
WMA
1361
William Mack & Associates
Michigan
$1.29M +$44K +671 +4%
DP
1362
Dearborn Partners
Illinois
$1.29M +$189K +2,884 +17%
WMP
1363
Wealth Management Partners
Arizona
$1.29M -$27.3K -416 -2%
WPW
1364
Watershed Private Wealth
Illinois
$1.28M
TF
1365
Tudor Financial
Ohio
$1.28M +$82.5K +1,259 +7%
FNA
1366
First National Advisers
Nebraska
$1.28M +$328 +5 +0%
NCM
1367
NCM Capital Management
New Jersey
$1.28M
KW
1368
KWB Wealth
California
$1.27M +$178K +2,718 +16%
TW
1369
TritonPoint Wealth
Maryland
$1.27M -$160K -2,449 -11%
CCWM
1370
Correct Capital Wealth Management
Missouri
$1.27M -$12.5K -191 -1%
GS
1371
GWN Securities
Florida
$1.26M +$305K +4,656 +32%
JWWM
1372
Johnson & White Wealth Management
Pennsylvania
$1.26M -$8.97K -137 -0.7%
FFA
1373
First Foundation Advisors
California
$1.26M -$57.3K -875 -4%
LSA
1374
Lansing Street Advisors
Pennsylvania
$1.25M +$2.16K +33 +0.2%
BFWM
1375
Bright Futures Wealth Management
New York
$1.25M +$8.52K +130 +0.7%