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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
FA
1401
FF Advisors
California
$1.18M +$7.21K +110 +0.6%
TIM
1402
Thompson Investment Management
Wisconsin
$1.18M +$32K +489 +3%
VAG
1403
VisionPoint Advisory Group
Texas
$1.17M +$84.3K +1,287 +8%
WTA
1404
Washington Trust Advisors
Massachusetts
$1.17M +$13.9K +212 +1%
TWP
1405
Tempus Wealth Planning
California
$1.17M -$42.8K -653 -4%
OP
1406
ORG Partners
Indiana
$1.16M -$405K -6,188 -26%
TSMHT
1407
Thurston Springer Miller Herd & Titak
Indiana
$1.16M +$1.1M +16,842 +2,187%
CL
1408
COWA LLC
Oklahoma
$1.16M +$23.8K +364 +2%
EFP
1409
EnRich Financial Partners
Wisconsin
$1.16M -$6.68K -102 -0.6%
CPA
1410
Cathy Pareto & Associates
Florida
$1.16M +$92.2K +1,408 +9%
CFO
1411
Collective Family Office
Pennsylvania
$1.16M +$35K +534 +3%
GCM
1412
Greenland Capital Management
New York
$1.16M -$3.31M -50,596 -74%
PFG
1413
PAX Financial Group
Texas
$1.16M +$38K +580 +3%
CKAIS
1414
Christensen King & Associates Investment Services
Washington
$1.16M +$16.2K +247 +1%
TWM
1415
Trueblood Wealth Management
Ohio
$1.16M +$110K +1,673 +11%
JFG
1416
JMG Financial Group
Illinois
$1.15M +$177K +2,701 +18%
GWM
1417
Gilpin Wealth Management
Colorado
$1.15M +$1.14M +17,478 New
TCM
1418
Tufton Capital Management
Maryland
$1.15M -$4.91K -75 -0.4%
LWM
1419
Lakeridge Wealth Management
Ohio
$1.14M +$72.8K +1,112 +7%
TWM
1420
Thrive Wealth Management
Pennsylvania
$1.14M +$2.16K +33 +0.2%
CIA
1421
Compass Ion Advisors
Pennsylvania
$1.14M -$115K -1,753 -9%
MJRIC
1422
Mogy Joel R Investment Counsel
California
$1.14M +$3.93K +60 +0.3%
XPN
1423
XY Planning Network
Montana
$1.14M +$111K +1,689 +11%
GPA
1424
Garrison Point Advisors
California
$1.14M -$16.4K -250 -1%
LWM
1425
Latko Wealth Management
Illinois
$1.14M +$420K +6,409 +59%