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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
UFA
1501
Uptown Financial Advisors
Texas
$954K
CWM
1502
CCG Wealth Management
California
$953K
NRG
1503
Nemes Rush Group
Michigan
$948K
SLG
1504
Stanley-Laman Group
Pennsylvania
$944K
CF
1505
Clarity Financial
Texas
$941K
CIS
1506
Continental Investors Services
Washington
$940K
DSA
1507
Droms Strauss Advisors
Missouri
$938K
MCM
1508
MV Capital Management
Maryland
$925K
SHJ
1509
Sharkey, Howes & Javer
Colorado
$922K
SL
1510
SWMG LLC
Texas
$919K
SFG
1511
Sovereign Financial Group
Connecticut
$916K
DFG
1512
Demars Financial Group
Washington
$915K
MLL
1513
Moody Lynn & Lieberson
Massachusetts
$914K
Legal & General Group
1514
Legal & General Group
United Kingdom
$911K
GSWM
1515
Greenup Street Wealth Management
Michigan
$910K
NLP
1516
Next Level Private
New York
$908K
KA
1517
Kovack Advisors
Florida
$907K
NSIM
1518
North Star Investment Management
Illinois
$907K
WA
1519
WBH Advisory
Maryland
$907K
OAM
1520
Occidental Asset Management
California
$906K
HAM
1521
Harmony Asset Management
Arizona
$906K
SHFA
1522
SC&H Financial Advisors
Maryland
$906K
TCM
1523
Traub Capital Management
Massachusetts
$906K
CMP
1524
Courage Miller Partners
Virginia
$903K
WDG
1525
Wealth Dimensions Group
Ohio
$903K