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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
SEEDPG
1551
S.E.E.D. Planning Group
New York
$888K -$6.03K -92 -0.7%
NWA
1552
Northwest Wealth Advisors
Washington
$887K +$880K +13,441 New
HCMT
1553
Highland Capital Management (Tennessee)
Tennessee
$883K -$17.7K -270 -2%
MFG
1554
Mann Financial Group
Minnesota
$883K +$280K +4,278 +47%
B
1555
Bayban
Minnesota
$880K +$873K +13,329 New
BWL
1556
Bogart Wealth LLC
Virginia
$874K +$68.2K +1,041 +9%
CHAM
1557
Clear Harbor Asset Management
Connecticut
$872K -$22.3K -340 -3%
SP
1558
Stonebrook Private
Michigan
$871K +$852 +13 +0.1%
BCA
1559
Bay Colony Advisors
Massachusetts
$865K -$4.65K -71 -0.5%
Two Sigma Investments
1560
Two Sigma Investments
New York
$865K +$858K +13,100 New
GAA
1561
Guardian Asset Advisors
Pennsylvania
$862K +$2.95K +45 +0.3%
PSF
1562
Pacific Sun Financial
California
$861K
PWS
1563
Proactive Wealth Strategies
Georgia
$856K -$50.4K -769 -6%
PA
1564
PSI Advisors
Florida
$855K -$27.8K -425 -3%
WCM
1565
Winthrop Capital Management
Indiana
$855K +$9.83K +150 +1%
MCCA
1566
Mill Creek Capital Advisors
Pennsylvania
$855K +$350K +5,346 +70%
GAM
1567
Gemmer Asset Management
California
$852K +$1.25K +19 +0.1%
CAWM
1568
Capital Advisors Wealth Management
Washington
$851K -$4.65K -71 -0.5%
CFS
1569
Coordinated Financial Services
Colorado
$850K -$39.8K -607 -4%
OC
1570
Oarsman Capital
Wisconsin
$850K -$62.6K -956 -7%
EB
1571
Emprise Bank
Kansas
$849K
HP
1572
Holistic Planning
Texas
$846K +$107K +1,635 +15%
CPBTD
1573
Central Pacific Bank - Trust Division
Hawaii
$845K +$83.6K +1,276 +11%
WF
1574
Warner Financial
Maryland
$844K +$8.06K +123 +1%
SCA
1575
Sage Capital Advisors
South Dakota
$844K +$3.93K +60 +0.5%