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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
GPA
1401
Garrison Point Advisors
California
$1.14M
LWM
1402
Latko Wealth Management
Illinois
$1.14M
CCG
1403
Cypress Capital Group
Florida
$1.13M
RWIA
1404
Roger Wittlin Investment Advisory
California
$1.13M
PWG
1405
Private Wealth Group
Florida
$1.13M
CCMG
1406
Clark Capital Management Group
Pennsylvania
$1.13M
DWM
1407
Daner Wealth Management
Georgia
$1.13M
TVPW
1408
Third View Private Wealth
Connecticut
$1.12M
FFN
1409
Focus Financial Network
Minnesota
$1.12M
UBV
1410
United Bank (Virginia)
Virginia
$1.12M
CAM
1411
Costello Asset Management
Pennsylvania
$1.11M
BIG
1412
Brooklyn Investment Group
New York
$1.11M
MA
1413
MBA Advisors
Pennsylvania
$1.11M
CCM
1414
Colorado Capital Management
Colorado
$1.11M
RRA
1415
Round Rock Advisors
Connecticut
$1.11M
BFA
1416
Buttonwood Financial Advisors
Maryland
$1.11M
NHC
1417
Nicholas Hoffman & Company
Georgia
$1.11M
DWP
1418
Destiny Wealth Partners
Florida
$1.11M
EIA
1419
Edgemoor Investment Advisors
Maryland
$1.1M
AIM
1420
Anchor Investment Management
South Carolina
$1.1M
CA
1421
COFG Advisors
Illinois
$1.1M
TYCC
1422
Texas Yale Capital Corp
Florida
$1.1M
PWP
1423
Principle Wealth Partners
Connecticut
$1.1M
HCM
1424
Howland Capital Management
Massachusetts
$1.09M
TIA
1425
Traphagen Investment Advisors
New Jersey
$1.09M