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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
SF
1476
Steffes Financial
Kansas
$1.04M +$1.03M +15,738 New
OPA
1477
Old Port Advisors
Maine
$1.04M +$3.93K +60 +0.4%
CPC
1478
Consolidated Planning Corp
Georgia
$1.04M +$15.2K +232 +1%
FSWA
1479
Financial Synergies Wealth Advisors
Texas
$1.04M +$4.13K +63 +0.4%
RPGK
1480
Retirement Planning Group (Kansas)
Kansas
$1.04M -$119K -1,814 -10%
LSIA
1481
LaSalle St. Investment Advisors
Illinois
$1.03M -$95.4K -1,457 -9%
TFGT
1482
TS Financial Group (TSFG)
Illinois
$1.03M -$5.37K -82 -0.5%
IRAG
1483
Investment Research & Advisory Group
Georgia
$1.03M +$67.9K +1,037 +7%
1WM
1484
1900 Wealth Management
Texas
$1.03M +$5.24K +80 +0.5%
PL
1485
Plancorp LLC
Missouri
$1.02M +$197 +3 +0%
FCA
1486
Fortis Capital Advisors
Kansas
$1.01M +$41.5K +634 +4%
TNB
1487
Thomasville National Bank
Georgia
$1.01M -$4.26K -65 -0.4%
SM
1488
Sweeney & Michel
California
$1.01M +$4.32K +66 +0.5%
TPW
1489
TL Private Wealth
Texas
$1.01M +$3.08K +47 +0.3%
BW
1490
BIP Wealth
Georgia
$1.01M +$50K +764 +5%
FAI
1491
Fiduciary Advisors Inc
Missouri
$1M +$1.51K +23 +0.2%
HCM
1492
Hollencrest Capital Management
California
$1M +$66 +1 +0%
ACG
1493
Allen Capital Group
Nebraska
$1M -$28.4K -433 -3%
FI
1494
Financial Insights
Washington
$998K +$337K +5,150 +52%
ICP
1495
Interchange Capital Partners
Pennsylvania
$994K
SG Americas Securities
1496
SG Americas Securities
New York
$991K -$4.28M -65,393 -81%
CWS
1497
Cypress Wealth Services
California
$988K +$728K +11,112 +288%
HA
1498
HFG Advisors
Ohio
$984K
IIM
1499
Ipswich Investment Management
Massachusetts
$982K -$10.5K -160 -1%
BIAS
1500
Beacon Investment Advisory Services
New Jersey
$981K -$65.5K -1,000 -6%