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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
IP
1626
Indivisible Partners
Florida
$745K
ST
1627
Somerset Trust
Pennsylvania
$745K
KFI
1628
Key Financial Inc
Pennsylvania
$744K
TFP
1629
Tilia Fiduciary Partners
North Carolina
$742K
SWM
1630
SeaCrest Wealth Management
New York
$742K
PPW
1631
Parcion Private Wealth
Washington
$742K
UB
1632
Umpqua Bank
Oregon
$742K
BTI
1633
Blue Trust Inc
Georgia
$742K
SWM
1634
SFG Wealth Management
Maryland
$741K
WAM
1635
Weatherly Asset Management
California
$740K
WC
1636
Waterloo Capital
Texas
$739K
TTWM
1637
TCV Trust & Wealth Management
Virginia
$739K
MFC
1638
Morris Financial Concepts
South Carolina
$738K
AWA
1639
Alta Wealth Advisors
Massachusetts
$738K
OCM
1640
Objective Capital Management
Ohio
$737K
FPWM
1641
FSB Premier Wealth Management
Iowa
$736K
CPIA
1642
Cornell Pochily Investment Advisors
New York
$735K
CWA
1643
Crusonia Wealth Advisors
Colorado
$735K
LFG
1644
Larson Financial Group
Missouri
$735K
CCP
1645
Clarkston Capital Partners
Michigan
$734K
MFGM
1646
Marshall Financial Group (Maryland)
Maryland
$734K
CCM
1647
Cambridge Capital Management
Illinois
$732K
KF
1648
Krilogy Financial
Missouri
$732K
AT
1649
Adelphi Trust
Florida
$731K
CCA
1650
Checchi Capital Advisers
California
$729K