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iShares Core S&P Mid-Cap ETF

2,595 hedge funds and large institutions have $82.2B invested in iShares Core S&P Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 278 funds opening new positions, 1,078 increasing their positions, 905 reducing their positions, and 65 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:

5% more funds holding in top 10

Funds holding in top 10: 336352 (+16)

1.56% more ownership

Funds ownership: 78.69%80.25% (+1.6%)

4% more capital invested

Capital invested by funds: $79.1B → $82.2B (+$3.09B)

Holders
2,595
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
352
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
YWS
1601
Yarger Wealth Strategies
Ohio
$786K
JHCP
1602
Jackson Hole Capital Partners
Oklahoma
$785K
IMC
1603
Investment Management Corporation
Virginia
$784K
PJWM
1604
Philip James Wealth Mangement
Georgia
$779K
CPA
1605
Cardiff Park Advisors
California
$778K
ClearBridge Investments
1606
ClearBridge Investments
New York
$777K
BWM
1607
BKM Wealth Management
Wisconsin
$776K
IPW
1608
Intergy Private Wealth
Colorado
$774K
RC
1609
Rovin Capital
Arizona
$771K
SFP
1610
Shepherd Financial Partners
Massachusetts
$771K
NA
1611
Navellier & Associates
Nevada
$769K
CCA
1612
Conservest Capital Advisors
Pennsylvania
$769K
TVAMP
1613
Tennessee Valley Asset Management Partners
Tennessee
$767K
7WCP
1614
71 West Capital Partners
Massachusetts
$765K
HPM
1615
Hoxton Planning & Management
West Virginia
$765K
FPN
1616
Financial Planning Navigators
Minnesota
$765K
CWM
1617
Centurion Wealth Management
Virginia
$763K
AG
1618
AmeriFlex Group
Nevada
$759K
TPWM
1619
Twelve Points Wealth Management
Massachusetts
$759K
ISFAN
1620
Investor's Fiduciary Advisor Network
Washington
$758K
AWA
1621
Acorn Wealth Advisors
Michigan
$753K
SC
1622
Slow Capital
California
$752K
IIC
1623
Ironwood Investment Counsel
Arizona
$750K
SRC
1624
Shufro Rose & Co
New York
$746K
SAM
1625
Seelaus Asset Management
New Jersey
$745K