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iShares Core S&P Mid-Cap ETF

2,630 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: 2,4452,630 (+185)

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
2,630
Holders Change
+185
Holders Change %
+7.57%
% of All Funds
32%
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
SFP
1626
Shepherd Financial Partners
Massachusetts
$771K
NA
1627
Navellier & Associates
Nevada
$769K
CCA
1628
Conservest Capital Advisors
Pennsylvania
$769K -$77.6K -1,184 -9%
TVAMP
1629
Tennessee Valley Asset Management Partners
Tennessee
$767K -$47.1K -719 -6%
7WCP
1630
71 West Capital Partners
Massachusetts
$765K +$760K +11,595 New
HPM
1631
Hoxton Planning & Management
West Virginia
$765K -$5.17K -79 -0.7%
FPN
1632
Financial Planning Navigators
Minnesota
$765K +$759K +11,585 New
CWM
1633
Centurion Wealth Management
Virginia
$763K +$77.8K +1,188 +11%
AG
1634
AmeriFlex Group
Nevada
$759K +$461K +7,031 +157%
TPWM
1635
Twelve Points Wealth Management
Massachusetts
$759K +$719K +10,983 New
ISFAN
1636
Investor's Fiduciary Advisor Network
Washington
$758K +$535K +8,170 +246%
AWA
1637
Acorn Wealth Advisors
Michigan
$753K -$366K -5,584 -33%
SC
1638
Slow Capital
California
$752K
PWM
1639
Peck Wealth Management
New York
$751K -$91.7K -1,400 -11%
IIC
1640
Ironwood Investment Counsel
Arizona
$750K +$66 +1 +0%
SRC
1641
Shufro Rose & Co
New York
$746K -$3.27K -50 -0.4%
SAM
1642
Seelaus Asset Management
New Jersey
$745K -$65.8K -1,005 -8%
IP
1643
Indivisible Partners
Florida
$745K +$739K +11,285 New
ST
1644
Somerset Trust
Pennsylvania
$745K
KFI
1645
Key Financial Inc
Pennsylvania
$744K +$12K +183 +2%
TFP
1646
Tilia Fiduciary Partners
North Carolina
$742K -$12.1K -184 -2%
SWM
1647
SeaCrest Wealth Management
New York
$742K -$17.6K -269 -2%
PPW
1648
Parcion Private Wealth
Washington
$742K -$52.1K -796 -7%
UB
1649
Umpqua Bank
Oregon
$742K
BTI
1650
Blue Trust Inc
Georgia
$742K +$55.9K +853 +8%