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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
PS
1576
Pinney & Scofield
Massachusetts
$843K
SAM
1577
Secure Asset Management
Michigan
$843K -$275K -4,205 -25%
SLP
1578
Storen Legacy Partners
Indiana
$843K +$837K +12,773 New
CBT
1579
Crews Bank & Trust
Florida
$843K -$2.29K -35 -0.3%
GEA
1580
Glen Eagle Advisors
New Jersey
$842K -$42.3K -645 -5%
KL
1581
KWMG LLC
Kansas
$841K +$108K +1,645 +15%
SGFG
1582
Silver Grove Financial Group
New York
$839K -$95.7K -1,461 -10%
IWA
1583
Integrity Wealth Advisors
California
$839K +$833K +12,709 New
CCA
1584
Clarity Capital Advisors
Florida
$837K +$111K +1,696 +15%
EPW
1585
Evolve Private Wealth
California
$834K +$828K +12,638 New
MFT
1586
Moisand Fitzgerald Tamayo
Florida
$834K -$14K -214 -2%
SC
1587
Saiph Capital
New Jersey
$828K -$79.9K -1,219 -9%
MEAC
1588
M.E. Allison & Co
Texas
$824K
Barclays
1589
Barclays
United Kingdom
$821K -$6.52M -99,497 -89%
AF
1590
Alerus Financial
North Dakota
$820K -$3.46M -52,896 -81%
PWA
1591
Primoris Wealth Advisors
Florida
$819K -$655 -10 -0.1%
CT
1592
Clearstead Trust
Maine
$818K -$367K -5,604 -31%
KWS
1593
Keystone Wealth Services
California
$818K +$24.1K +368 +3%
VW
1594
Vantus Wealth
Pennsylvania
$816K +$810K +12,368 New
D.E. Shaw & Co
1595
D.E. Shaw & Co
New York
$815K +$809K +12,351 New
MWM
1596
Maltin Wealth Management
New Jersey
$815K +$16.8K +257 +2%
AFG
1597
ABLE Financial Group
Arizona
$813K +$36K +549 +5%
EFN
1598
Equita Financial Network
Pennsylvania
$813K +$107K +1,627 +15%
JSL
1599
JT Stratford LLC
Georgia
$812K +$378K +5,765 +88%
RWM
1600
Riverchase Wealth Management
Texas
$810K