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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
WJWM
1451
Williams Jones Wealth Management
New York
$1.08M +$320K +4,890 +42%
SPWM
1452
Smith Partners Wealth Management
North Carolina
$1.08M +$1.07M +16,365 New
SIA
1453
SGL Investment Advisors
Montana
$1.08M +$155K +2,371 +18%
LCM
1454
LVM Capital Management
Michigan
$1.07M -$98.9K -1,510 -8%
IC
1455
Innealta Capital
Texas
$1.07M +$45.7K +698 +5%
GWP
1456
Gateway Wealth Partners
Wisconsin
$1.07M +$81.3K +1,241 +8%
WIC
1457
Willis Investment Counsel
Georgia
$1.07M
OWP
1458
ORG Wealth Partners
Texas
$1.07M +$36.8K +562 +4%
HNW
1459
High Note Wealth
Minnesota
$1.06M
FFA
1460
Founders Financial Alliance
North Carolina
$1.06M -$6.09K -93 -0.6%
KCM
1461
Kathmere Capital Management
Pennsylvania
$1.06M -$1.02M -15,498 -49%
GL
1462
Gerber LLC
Ohio
$1.06M
CWA
1463
Canvas Wealth Advisors
Kansas
$1.06M +$382K +5,830 +57%
SFO
1464
Stenger Family Office
Illinois
$1.05M -$278K -4,237 -21%
AP
1465
Appleton Partners
Massachusetts
$1.05M -$983 -15 -0.1%
WCG
1466
Weaver Consulting Group
California
$1.05M +$66 +1 +0%
BFS
1467
BridgePort Financial Solutions
Iowa
$1.05M +$119K +1,813 +13%
WC
1468
Westhampton Capital
North Carolina
$1.05M
WH
1469
Willner & Heller
California
$1.05M -$15K -229 -1%
KHC
1470
Koesten Hirschmann & Crabtree
Kansas
$1.04M -$246K -3,750 -19%
EAM
1471
Evanson Asset Management
California
$1.04M +$66 +1 +0%
RFP
1472
Root Financial Partners
California
$1.04M +$172K +2,628 +20%
C
1473
Certuity
Florida
$1.04M +$20K +305 +2%
TWP
1474
Triad Wealth Partners
Kansas
$1.04M +$114K +1,740 +12%
EFG
1475
Ethos Financial Group
Pennsylvania
$1.04M -$22.9K -349 -2%