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iShares Core S&P Mid-Cap ETF

2,578 hedge funds and large institutions have $82B invested in iShares Core S&P Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 269 funds opening new positions, 1,074 increasing their positions, 902 reducing their positions, and 64 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:

4% more funds holding in top 10

Funds holding in top 10: 336349 (+13)

1.35% more ownership

Funds ownership: 78.69%80.04% (+1.3%)

4% more capital invested

Capital invested by funds: $79.1B → $82B (+$2.88B)

Holders
2,578
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
349
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
JSL
1576
JT Stratford LLC
Georgia
$812K
RWM
1577
Riverchase Wealth Management
Texas
$810K
FNBSF
1578
First National Bank Sioux Falls
South Dakota
$809K
SNB
1579
Security National Bank
Nebraska
$807K
HWA
1580
Hilltop Wealth Advisors
North Carolina
$805K
NRC
1581
New Republic Capital
North Carolina
$803K
WP
1582
Westmount Partners
California
$803K
BWA
1583
Beam Wealth Advisors
Louisiana
$800K
VPIM
1584
Vanguard Personalized Indexing Management
California
$795K
CPP
1585
Capasso Planning Partners
South Carolina
$792K
IWP
1586
Invenio Wealth Partners
Florida
$792K
ECM
1587
EagleClaw Capital Management
Massachusetts
$791K
RSS
1588
Rosenblum Silverman Sutton
California
$791K
TPF
1589
Tribridge Partners Financial
Maryland
$791K
WLPWM
1590
Walled Lake Planning & Wealth Management
Illinois
$790K
SHA
1591
Seneca House Advisors
Virginia
$788K
PIA
1592
Powell Investment Advisors
Florida
$788K
LWM
1593
Luminvest Wealth Management
Arizona
$786K
YWS
1594
Yarger Wealth Strategies
Ohio
$786K
JHCP
1595
Jackson Hole Capital Partners
Oklahoma
$785K
IMC
1596
Investment Management Corporation
Virginia
$784K
PJWM
1597
Philip James Wealth Mangement
Georgia
$779K
CPA
1598
Cardiff Park Advisors
California
$778K
ClearBridge Investments
1599
ClearBridge Investments
New York
$777K
BWM
1600
BKM Wealth Management
Wisconsin
$776K