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iShares Core S&P Mid-Cap ETF

2,631 hedge funds and large institutions have $82.4B invested in iShares Core S&P Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 297 funds opening new positions, 1,085 increasing their positions, 912 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

364% more first-time investments, than exits

New positions opened: 297 | 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: 2,4452,631 (+186)

7% more funds holding in top 10

Funds holding in top 10: 338363 (+25)

1.74% more ownership

Funds ownership: 78.76%80.5% (+1.7%)

4% more capital invested

Capital invested by funds: $79.2B → $82.4B (+$3.28B)

Holders
2,631
Holders Change
+186
Holders Change %
+7.61%
% of All Funds
32.01%
Holding in Top 10
363
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+7.4%
% of All Funds
4.42%
New
297
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
RWIA
1426
Roger Wittlin Investment Advisory
California
$1.13M -$1.12M -17,139 -50%
PWG
1427
Private Wealth Group
Florida
$1.13M
CCMG
1428
Clark Capital Management Group
Pennsylvania
$1.13M -$29.1K -445 -3%
DWM
1429
Daner Wealth Management
Georgia
$1.13M
TVPW
1430
Third View Private Wealth
Connecticut
$1.12M +$1.11M +16,986 New
FFN
1431
Focus Financial Network
Minnesota
$1.12M -$18.7K -286 -2%
UBV
1432
United Bank (Virginia)
Virginia
$1.12M -$136K -2,076 -11%
CAM
1433
Costello Asset Management
Pennsylvania
$1.11M -$143K -2,188 -11%
BIG
1434
Brooklyn Investment Group
New York
$1.11M -$165K -2,523 -13%
MA
1435
MBA Advisors
Pennsylvania
$1.11M
CCM
1436
Colorado Capital Management
Colorado
$1.11M -$42.9K -655 -4%
RRA
1437
Round Rock Advisors
Connecticut
$1.11M
BFA
1438
Buttonwood Financial Advisors
Maryland
$1.11M -$69.3K -1,058 -6%
NHC
1439
Nicholas Hoffman & Company
Georgia
$1.11M +$508K +7,755 +86%
DWP
1440
Destiny Wealth Partners
Florida
$1.11M
EIA
1441
Edgemoor Investment Advisors
Maryland
$1.1M -$32.8K -500 -3%
AIM
1442
Anchor Investment Management
South Carolina
$1.1M +$85.9K +1,312 +9%
CA
1443
COFG Advisors
Illinois
$1.1M +$1.09M +16,656 New
TYCC
1444
Texas Yale Capital Corp
Florida
$1.1M +$41.7K +637 +4%
PWP
1445
Principle Wealth Partners
Connecticut
$1.1M +$98.3K +1,500 +10%
HCM
1446
Howland Capital Management
Massachusetts
$1.09M -$6.55K -100 -0.6%
TIA
1447
Traphagen Investment Advisors
New Jersey
$1.09M +$23.7K +362 +2%
PP
1448
Patten & Patten
Tennessee
$1.09M -$46.9K -716 -4%
I
1449
INVST
Indiana
$1.09M +$516K +7,875 +92%
RCM
1450
Requisite Capital Management
Texas
$1.08M +$729K +11,128 +210%