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iShares Core S&P Mid-Cap ETF

2,595 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 278 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
2,595
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
BFS
1451
BridgePort Financial Solutions
Iowa
$1.05M
WC
1452
Westhampton Capital
North Carolina
$1.05M
WH
1453
Willner & Heller
California
$1.05M
KHC
1454
Koesten Hirschmann & Crabtree
Kansas
$1.04M
EAM
1455
Evanson Asset Management
California
$1.04M
RFP
1456
Root Financial Partners
California
$1.04M
C
1457
Certuity
Florida
$1.04M
TWP
1458
Triad Wealth Partners
Kansas
$1.04M
EFG
1459
Ethos Financial Group
Pennsylvania
$1.04M
SF
1460
Steffes Financial
Kansas
$1.04M
OPA
1461
Old Port Advisors
Maine
$1.04M
CPC
1462
Consolidated Planning Corp
Georgia
$1.04M
FSWA
1463
Financial Synergies Wealth Advisors
Texas
$1.04M
RPGK
1464
Retirement Planning Group (Kansas)
Kansas
$1.04M
LSIA
1465
LaSalle St. Investment Advisors
Illinois
$1.03M
TFGT
1466
TS Financial Group (TSFG)
Illinois
$1.03M
IRAG
1467
Investment Research & Advisory Group
Georgia
$1.03M
1WM
1468
1900 Wealth Management
Texas
$1.03M
PL
1469
Plancorp LLC
Missouri
$1.02M
FCA
1470
Fortis Capital Advisors
Kansas
$1.01M
TNB
1471
Thomasville National Bank
Georgia
$1.01M
SM
1472
Sweeney & Michel
California
$1.01M
TPW
1473
TL Private Wealth
Texas
$1.01M
BW
1474
BIP Wealth
Georgia
$1.01M
FAI
1475
Fiduciary Advisors Inc
Missouri
$1M