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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
PP
1426
Patten & Patten
Tennessee
$1.09M
I
1427
INVST
Indiana
$1.09M
RCM
1428
Requisite Capital Management
Texas
$1.08M
WJWM
1429
Williams Jones Wealth Management
New York
$1.08M
SPWM
1430
Smith Partners Wealth Management
North Carolina
$1.08M
SIA
1431
SGL Investment Advisors
Montana
$1.08M
LCM
1432
LVM Capital Management
Michigan
$1.07M
IC
1433
Innealta Capital
Texas
$1.07M
GWP
1434
Gateway Wealth Partners
Wisconsin
$1.07M
WIC
1435
Willis Investment Counsel
Georgia
$1.07M
OWP
1436
ORG Wealth Partners
Texas
$1.07M
HNW
1437
High Note Wealth
Minnesota
$1.06M
FFA
1438
Founders Financial Alliance
North Carolina
$1.06M
KCM
1439
Kathmere Capital Management
Pennsylvania
$1.06M
GL
1440
Gerber LLC
Ohio
$1.06M
CWA
1441
Canvas Wealth Advisors
Kansas
$1.06M
SFO
1442
Stenger Family Office
Illinois
$1.05M
AP
1443
Appleton Partners
Massachusetts
$1.05M
WCG
1444
Weaver Consulting Group
California
$1.05M
BFS
1445
BridgePort Financial Solutions
Iowa
$1.05M
WC
1446
Westhampton Capital
North Carolina
$1.05M
WH
1447
Willner & Heller
California
$1.05M
KHC
1448
Koesten Hirschmann & Crabtree
Kansas
$1.04M
EAM
1449
Evanson Asset Management
California
$1.04M
RFP
1450
Root Financial Partners
California
$1.04M