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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
IPW
1601
Intergy Private Wealth
Colorado
$774K
RC
1602
Rovin Capital
Arizona
$771K
SFP
1603
Shepherd Financial Partners
Massachusetts
$771K
NA
1604
Navellier & Associates
Nevada
$769K
CCA
1605
Conservest Capital Advisors
Pennsylvania
$769K
TVAMP
1606
Tennessee Valley Asset Management Partners
Tennessee
$767K
7WCP
1607
71 West Capital Partners
Massachusetts
$765K
HPM
1608
Hoxton Planning & Management
West Virginia
$765K
FPN
1609
Financial Planning Navigators
Minnesota
$765K
CWM
1610
Centurion Wealth Management
Virginia
$763K
AG
1611
AmeriFlex Group
Nevada
$759K
TPWM
1612
Twelve Points Wealth Management
Massachusetts
$759K
ISFAN
1613
Investor's Fiduciary Advisor Network
Washington
$758K
AWA
1614
Acorn Wealth Advisors
Michigan
$753K
SC
1615
Slow Capital
California
$752K
IIC
1616
Ironwood Investment Counsel
Arizona
$750K
SRC
1617
Shufro Rose & Co
New York
$746K
SAM
1618
Seelaus Asset Management
New Jersey
$745K
IP
1619
Indivisible Partners
Florida
$745K
ST
1620
Somerset Trust
Pennsylvania
$745K
KFI
1621
Key Financial Inc
Pennsylvania
$744K
TFP
1622
Tilia Fiduciary Partners
North Carolina
$742K
SWM
1623
SeaCrest Wealth Management
New York
$742K
PPW
1624
Parcion Private Wealth
Washington
$742K
UB
1625
Umpqua Bank
Oregon
$742K