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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
TCM
1401
Tufton Capital Management
Maryland
$1.15M
LWM
1402
Lakeridge Wealth Management
Ohio
$1.14M
TWM
1403
Thrive Wealth Management
Pennsylvania
$1.14M
CIA
1404
Compass Ion Advisors
Pennsylvania
$1.14M
MJRIC
1405
Mogy Joel R Investment Counsel
California
$1.14M
XPN
1406
XY Planning Network
Montana
$1.14M
GPA
1407
Garrison Point Advisors
California
$1.14M
LWM
1408
Latko Wealth Management
Illinois
$1.14M
CCG
1409
Cypress Capital Group
Florida
$1.13M
RWIA
1410
Roger Wittlin Investment Advisory
California
$1.13M
PWG
1411
Private Wealth Group
Florida
$1.13M
CCMG
1412
Clark Capital Management Group
Pennsylvania
$1.13M
DWM
1413
Daner Wealth Management
Georgia
$1.13M
TVPW
1414
Third View Private Wealth
Connecticut
$1.12M
FFN
1415
Focus Financial Network
Minnesota
$1.12M
UBV
1416
United Bank (Virginia)
Virginia
$1.12M
CAM
1417
Costello Asset Management
Pennsylvania
$1.11M
BIG
1418
Brooklyn Investment Group
New York
$1.11M
MA
1419
MBA Advisors
Pennsylvania
$1.11M
CCM
1420
Colorado Capital Management
Colorado
$1.11M
RRA
1421
Round Rock Advisors
Connecticut
$1.11M
BFA
1422
Buttonwood Financial Advisors
Maryland
$1.11M
NHC
1423
Nicholas Hoffman & Company
Georgia
$1.11M
DWP
1424
Destiny Wealth Partners
Florida
$1.11M
EIA
1425
Edgemoor Investment Advisors
Maryland
$1.1M