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iShares Core S&P Mid-Cap ETF

2,577 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 268 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
2,577
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
BTI
1626
Blue Trust Inc
Georgia
$742K
SWM
1627
SFG Wealth Management
Maryland
$741K
WAM
1628
Weatherly Asset Management
California
$740K
WC
1629
Waterloo Capital
Texas
$739K
TTWM
1630
TCV Trust & Wealth Management
Virginia
$739K
MFC
1631
Morris Financial Concepts
South Carolina
$738K
AWA
1632
Alta Wealth Advisors
Massachusetts
$738K
OCM
1633
Objective Capital Management
Ohio
$737K
FPWM
1634
FSB Premier Wealth Management
Iowa
$736K
CPIA
1635
Cornell Pochily Investment Advisors
New York
$735K
CWA
1636
Crusonia Wealth Advisors
Colorado
$735K
LFG
1637
Larson Financial Group
Missouri
$735K
CCP
1638
Clarkston Capital Partners
Michigan
$734K
MFGM
1639
Marshall Financial Group (Maryland)
Maryland
$734K
CCM
1640
Cambridge Capital Management
Illinois
$732K
KF
1641
Krilogy Financial
Missouri
$732K
AT
1642
Adelphi Trust
Florida
$731K
CCA
1643
Checchi Capital Advisers
California
$729K
QWP
1644
Quotient Wealth Partners
Texas
$729K
MCWA
1645
Meadow Creek Wealth Advisors
Georgia
$729K
SVWAG
1646
Sound View Wealth Advisors Group
Georgia
$728K
PS
1647
Planned Solutions
California
$728K
RIM
1648
Rakuten Investment Management
Japan
$728K
M
1649
MOTCO
Texas
$728K
BFA
1650
Bragg Financial Advisors
North Carolina
$725K