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iShares Core S&P Mid-Cap ETF

2,619 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 292 funds opening new positions, 1,083 increasing their positions, 910 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:

6% more funds holding in top 10

Funds holding in top 10: 338359 (+21)

1.7% more ownership

Funds ownership: 78.74%80.43% (+1.7%)

4% more capital invested

Capital invested by funds: $79.1B → $82.4B (+$3.23B)

Holders
2,619
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
359
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
MA
126
MCF Advisors
Kentucky
$67M
TFO
127
Tarbox Family Office
California
$66M
ZBNA
128
Zions Bancorporation, National Association
Utah
$65.5M
KAS
129
Kestra Advisory Services
Texas
$64.8M
AFG
130
Arkansas Financial Group
Arkansas
$64.8M
CCFCSB
131
Cape Cod Five Cents Savings Bank
Massachusetts
$64.4M
BSB
132
Bangor Savings Bank
Maine
$63.7M
CPIG
133
Chicago Partners Investment Group
Illinois
$63.6M
PAG
134
Private Advisor Group
New Jersey
$62.6M
Manulife (Manufacturers Life Insurance)
135
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$62.3M
CA
136
Clearstead Advisors
Ohio
$62.1M
CA
137
Crewe Advisors
Utah
$61.4M
Lido Advisors
138
Lido Advisors
California
$60.6M
CAAS
139
Capital Asset Advisory Services
Michigan
$60M
CFG
140
CKW Financial Group
Hawaii
$59.8M
VOYA Investment Management
141
VOYA Investment Management
Georgia
$59.7M
VA
142
Valmark Advisers
Ohio
$59.5M
CPRC
143
Consolidated Portfolio Review Corp
New York
$59.3M
CCM
144
Charter Capital Management
Wisconsin
$58.5M
WA
145
Waverly Advisors
Alabama
$58.2M
MW
146
MBL Wealth
North Carolina
$57.2M
BCWM
147
Bartlett & Co Wealth Management
Ohio
$56.7M
WPA
148
West Paces Advisors
Georgia
$55.9M
SFS
149
Summit Financial Strategies
Ohio
$55.7M
PWAM
150
Private Wealth Asset Management
Iowa
$55.7M