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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
SFS
1501
Symphony Financial Services
Ohio
$980K +$58.9K +899 +6%
CA
1502
Calton & Associates
Florida
$979K +$57.4K +876 +6%
SIC
1503
Samalin Investment Counsel
New York
$979K +$67.9K +1,036 +8%
KA
1504
Kooman & Associates
Pennsylvania
$979K -$40K -610 -4%
CWG
1505
Cornerstone Wealth Group
North Carolina
$978K -$57.8K -883 -6%
FFA
1506
Fortune Financial Advisors
Kansas
$972K -$161K -2,461 -14%
PWMG
1507
Private Wealth Management Group
New Jersey
$966K
SEIA
1508
Signature Estate & Investment Advisors
California
$965K +$17.2K +262 +2%
WPC
1509
Waters Parkerson & Co
Louisiana
$965K -$21.9K -335 -2%
SCP
1510
Stevens Capital Partners
Nebraska
$962K +$403K +6,156 +73%
LSWP
1511
Liberty Square Wealth Partners
Pennsylvania
$957K -$771K -11,774 -45%
CAM
1512
Carret Asset Management
New York
$957K -$3.27K -50 -0.3%
GSEP
1513
Golden State Equity Partners
California
$957K -$157K -2,393 -14%
MBWA
1514
Marin Bay Wealth Advisors
California
$956K +$949K +14,489 New
BM
1515
Berman McAleer
Maryland
$955K +$44.9K +685 +5%
ZIC
1516
ZWJ Investment Counsel
Georgia
$954K +$94.7K +1,446 +11%
UFA
1517
Uptown Financial Advisors
Texas
$954K +$98.3K +1,500 +12%
CWM
1518
CCG Wealth Management
California
$953K +$11K +168 +1%
NRG
1519
Nemes Rush Group
Michigan
$948K +$221K +3,368 +31%
SLG
1520
Stanley-Laman Group
Pennsylvania
$944K +$201K +3,073 +27%
CF
1521
Clarity Financial
Texas
$941K -$3.93K -60 -0.4%
CIS
1522
Continental Investors Services
Washington
$940K -$264K -4,024 -23%
DSA
1523
Droms Strauss Advisors
Missouri
$938K +$262 +4 +0%
MCM
1524
MV Capital Management
Maryland
$925K
SHJ
1525
Sharkey, Howes & Javer
Colorado
$922K -$39.1K -597 -4%