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iShares Core S&P Mid-Cap ETF

2,577 hedge funds and large institutions have $81.7B invested in iShares Core S&P Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 269 funds opening new positions, 1,073 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)

1.03% more ownership

Funds ownership: 78.69%79.72% (+1%)

3% more capital invested

Capital invested by funds: $79.1B → $81.7B (+$2.56B)

Holders
2,577
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
TFO
126
Tarbox Family Office
California
$66M
ZBNA
127
Zions Bancorporation, National Association
Utah
$65.5M
KAS
128
Kestra Advisory Services
Texas
$64.8M
AFG
129
Arkansas Financial Group
Arkansas
$64.8M
CCFCSB
130
Cape Cod Five Cents Savings Bank
Massachusetts
$64.4M
BSB
131
Bangor Savings Bank
Maine
$63.7M
CPIG
132
Chicago Partners Investment Group
Illinois
$63.6M
PAG
133
Private Advisor Group
New Jersey
$62.6M
Manulife (Manufacturers Life Insurance)
134
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$62.3M
CA
135
Clearstead Advisors
Ohio
$62.1M
CA
136
Crewe Advisors
Utah
$61.4M
Lido Advisors
137
Lido Advisors
California
$60.6M
CAAS
138
Capital Asset Advisory Services
Michigan
$60M
CFG
139
CKW Financial Group
Hawaii
$59.8M
VOYA Investment Management
140
VOYA Investment Management
Georgia
$59.7M
VA
141
Valmark Advisers
Ohio
$59.5M
CPRC
142
Consolidated Portfolio Review Corp
New York
$59.3M
CCM
143
Charter Capital Management
Wisconsin
$58.5M
WA
144
Waverly Advisors
Alabama
$58.2M
MW
145
MBL Wealth
North Carolina
$57.2M
BCWM
146
Bartlett & Co Wealth Management
Ohio
$56.7M
WPA
147
West Paces Advisors
Georgia
$55.9M
SFS
148
Summit Financial Strategies
Ohio
$55.7M
PWAM
149
Private Wealth Asset Management
Iowa
$55.7M
AF
150
Arrow Financial
New York
$54.8M