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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
WP
1376
Wealthspan Partners
Iowa
$1.21M
CCWM
1377
Cassaday & Co Wealth Management
Virginia
$1.2M
BW
1378
Basepoint Wealth
Iowa
$1.2M
AFO
1379
Allie Family Office
Florida
$1.19M
UWM
1380
Urban Wealth Management
California
$1.19M
APP
1381
Avantax Planning Partners
Iowa
$1.18M
RWS
1382
Retirement Wealth Solutions
Wisconsin
$1.18M
PIMG
1383
Patriot Investment Management Group
Tennessee
$1.18M
FA
1384
FF Advisors
California
$1.18M
TIM
1385
Thompson Investment Management
Wisconsin
$1.18M
VAG
1386
VisionPoint Advisory Group
Texas
$1.17M
WTA
1387
Washington Trust Advisors
Massachusetts
$1.17M
TWP
1388
Tempus Wealth Planning
California
$1.17M
OP
1389
ORG Partners
Indiana
$1.16M
TSMHT
1390
Thurston Springer Miller Herd & Titak
Indiana
$1.16M
CL
1391
COWA LLC
Oklahoma
$1.16M
EFP
1392
EnRich Financial Partners
Wisconsin
$1.16M
CPA
1393
Cathy Pareto & Associates
Florida
$1.16M
CFO
1394
Collective Family Office
Pennsylvania
$1.16M
GCM
1395
Greenland Capital Management
New York
$1.16M
PFG
1396
PAX Financial Group
Texas
$1.16M
CKAIS
1397
Christensen King & Associates Investment Services
Washington
$1.16M
TWM
1398
Trueblood Wealth Management
Ohio
$1.16M
JFG
1399
JMG Financial Group
Illinois
$1.15M
GWM
1400
Gilpin Wealth Management
Colorado
$1.15M