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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
BCM
1526
Becker Capital Management
Oregon
$902K
COCM
1527
Charter Oak Capital Management
New Hampshire
$900K
O3W
1528
Omni 360 Wealth
New Jersey
$899K
HBWM
1529
Hollow Brook Wealth Management
New York
$895K
BCM
1530
Brookmont Capital Management
Texas
$893K
CFA
1531
Camarda Financial Advisors
Florida
$893K
IWB
1532
Innovative Wealth Building
Maryland
$892K
CCG
1533
Chatham Capital Group
Georgia
$892K
LWANC
1534
Laurel Wealth Advisors (North Carolina)
North Carolina
$890K
SEEDPG
1535
S.E.E.D. Planning Group
New York
$888K
NWA
1536
Northwest Wealth Advisors
Washington
$887K
HCMT
1537
Highland Capital Management (Tennessee)
Tennessee
$883K
MFG
1538
Mann Financial Group
Minnesota
$883K
B
1539
Bayban
Minnesota
$880K
BWL
1540
Bogart Wealth LLC
Virginia
$874K
CHAM
1541
Clear Harbor Asset Management
Connecticut
$872K
SP
1542
Stonebrook Private
Michigan
$871K
BCA
1543
Bay Colony Advisors
Massachusetts
$865K
Two Sigma Investments
1544
Two Sigma Investments
New York
$865K
GAA
1545
Guardian Asset Advisors
Pennsylvania
$862K
PSF
1546
Pacific Sun Financial
California
$861K
PWS
1547
Proactive Wealth Strategies
Georgia
$856K
PA
1548
PSI Advisors
Florida
$855K
WCM
1549
Winthrop Capital Management
Indiana
$855K
MCCA
1550
Mill Creek Capital Advisors
Pennsylvania
$855K