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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
SWM
1651
SFG Wealth Management
Maryland
$741K -$13.5K -206 -2%
WAM
1652
Weatherly Asset Management
California
$740K +$29.5K +451 +4%
WC
1653
Waterloo Capital
Texas
$739K -$15.5K -237 -2%
TTWM
1654
TCV Trust & Wealth Management
Virginia
$739K -$15.1K -230 -2%
MFC
1655
Morris Financial Concepts
South Carolina
$738K +$131 +2 +0%
AWA
1656
Alta Wealth Advisors
Massachusetts
$738K +$87.5K +1,335 +14%
OCM
1657
Objective Capital Management
Ohio
$737K +$14.5K +222 +2%
FPWM
1658
FSB Premier Wealth Management
Iowa
$736K +$6.09K +93 +0.8%
CPIA
1659
Cornell Pochily Investment Advisors
New York
$735K -$8.19K -125 -1%
CWA
1660
Crusonia Wealth Advisors
Colorado
$735K +$729K +11,132 New
LFG
1661
Larson Financial Group
Missouri
$735K +$23.1K +352 +3%
CCP
1662
Clarkston Capital Partners
Michigan
$734K
MFGM
1663
Marshall Financial Group (Maryland)
Maryland
$734K -$111K -1,696 -13%
CCM
1664
Cambridge Capital Management
Illinois
$732K +$3.6K +55 +0.5%
KF
1665
Krilogy Financial
Missouri
$732K -$36.4K -556 -5%
AT
1666
Adelphi Trust
Florida
$731K +$725K +11,069 New
CCA
1667
Checchi Capital Advisers
California
$729K +$18.3K +279 +3%
QWP
1668
Quotient Wealth Partners
Texas
$729K -$118K -1,805 -14%
MCWA
1669
Meadow Creek Wealth Advisors
Georgia
$729K +$2.95K +45 +0.4%
SVWAG
1670
Sound View Wealth Advisors Group
Georgia
$728K -$721 -11 -0.1%
PS
1671
Planned Solutions
California
$728K +$2.56K +39 +0.4%
RIM
1672
Rakuten Investment Management
Japan
$728K
M
1673
MOTCO
Texas
$728K -$38K -580 -5%
BFA
1674
Bragg Financial Advisors
North Carolina
$725K -$3.8K -58 -0.5%
ASBI
1675
American State Bank (Iowa)
Iowa
$725K -$9.83K -150 -1%