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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
SL
1526
SWMG LLC
Texas
$919K +$185K +2,818 +28%
SFG
1527
Sovereign Financial Group
Connecticut
$916K -$3.14K -48 -0.3%
DFG
1528
Demars Financial Group
Washington
$915K -$18.9K -288 -2%
MLL
1529
Moody Lynn & Lieberson
Massachusetts
$914K +$5.7K +87 +0.6%
Legal & General Group
1530
Legal & General Group
United Kingdom
$911K -$34.6K -528 -4%
GSWM
1531
Greenup Street Wealth Management
Michigan
$910K -$176K -2,694 -16%
NLP
1532
Next Level Private
New York
$908K +$5.44K +83 +0.6%
KA
1533
Kovack Advisors
Florida
$907K +$400K +6,099 +80%
NSIM
1534
North Star Investment Management
Illinois
$907K -$852 -13 -0.1%
WA
1535
WBH Advisory
Maryland
$907K +$3.47K +53 +0.4%
OAM
1536
Occidental Asset Management
California
$906K -$42.2K -644 -4%
HAM
1537
Harmony Asset Management
Arizona
$906K -$65.4K -999 -7%
SHFA
1538
SC&H Financial Advisors
Maryland
$906K -$9.63K -147 -1%
TCM
1539
Traub Capital Management
Massachusetts
$906K -$16.4K -250 -2%
CMP
1540
Courage Miller Partners
Virginia
$903K +$9.83K +150 +1%
WDG
1541
Wealth Dimensions Group
Ohio
$903K -$3.14K -48 -0.3%
BCM
1542
Becker Capital Management
Oregon
$902K
COCM
1543
Charter Oak Capital Management
New Hampshire
$900K -$24.6K -375 -3%
O3W
1544
Omni 360 Wealth
New Jersey
$899K +$2.56K +39 +0.3%
HBWM
1545
Hollow Brook Wealth Management
New York
$895K -$442K -6,750 -33%
BCM
1546
Brookmont Capital Management
Texas
$893K +$12.1K +185 +1%
CFA
1547
Camarda Financial Advisors
Florida
$893K -$29.9K -456 -3%
IWB
1548
Innovative Wealth Building
Maryland
$892K +$90.6K +1,383 +11%
CCG
1549
Chatham Capital Group
Georgia
$892K -$17K -260 -2%
LWANC
1550
Laurel Wealth Advisors (North Carolina)
North Carolina
$890K +$1.05K +16 +0.1%