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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
FNBSF
1601
First National Bank Sioux Falls
South Dakota
$809K
SNB
1602
Security National Bank
Nebraska
$807K +$24.4K +372 +3%
HWA
1603
Hilltop Wealth Advisors
North Carolina
$805K
NRC
1604
New Republic Capital
North Carolina
$803K +$216K +3,300 +37%
WP
1605
Westmount Partners
California
$803K +$2.1K +32 +0.3%
BWA
1606
Beam Wealth Advisors
Louisiana
$800K -$542K -8,269 -41%
VPIM
1607
Vanguard Personalized Indexing Management
California
$795K -$4.78K -73 -0.6%
CPP
1608
Capasso Planning Partners
South Carolina
$792K -$127K -1,934 -14%
IWP
1609
Invenio Wealth Partners
Florida
$792K +$36K +550 +5%
ECM
1610
EagleClaw Capital Management
Massachusetts
$791K
RSS
1611
Rosenblum Silverman Sutton
California
$791K
TPF
1612
Tribridge Partners Financial
Maryland
$791K +$40K +610 +5%
WLPWM
1613
Walled Lake Planning & Wealth Management
Illinois
$790K +$4.26K +65 +0.5%
SHA
1614
Seneca House Advisors
Virginia
$788K +$786 +12 +0.1%
PIA
1615
Powell Investment Advisors
Florida
$788K +$3.27K +50 +0.4%
LWM
1616
Luminvest Wealth Management
Arizona
$786K
YWS
1617
Yarger Wealth Strategies
Ohio
$786K +$15.8K +241 +2%
JHCP
1618
Jackson Hole Capital Partners
Oklahoma
$785K +$53.2K +812 +7%
IMC
1619
Investment Management Corporation
Virginia
$784K -$16K -244 -2%
PJWM
1620
Philip James Wealth Mangement
Georgia
$779K +$2.42K +37 +0.3%
CPA
1621
Cardiff Park Advisors
California
$778K -$4.91K -75 -0.6%
ClearBridge Investments
1622
ClearBridge Investments
New York
$777K
BWM
1623
BKM Wealth Management
Wisconsin
$776K +$131 +2 +0%
IPW
1624
Intergy Private Wealth
Colorado
$774K +$8.19K +125 +1%
RC
1625
Rovin Capital
Arizona
$771K -$55.7K -851 -7%