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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
QWP
1651
Quotient Wealth Partners
Texas
$729K
MCWA
1652
Meadow Creek Wealth Advisors
Georgia
$729K
SVWAG
1653
Sound View Wealth Advisors Group
Georgia
$728K
PS
1654
Planned Solutions
California
$728K
RIM
1655
Rakuten Investment Management
Japan
$728K
M
1656
MOTCO
Texas
$728K
BFA
1657
Bragg Financial Advisors
North Carolina
$725K
Qube Research & Technologies (QRT)
1658
Qube Research & Technologies (QRT)
United Kingdom
$725K
Legacy Financial Group (Iowa)
1659
Legacy Financial Group (Iowa)
Iowa
$725K
OBWG
1660
Onyx Bridge Wealth Group
New York
$725K
E3F
1661
Eight 31 Financial
Texas
$722K
CCA
1662
Childress Capital Advisors
Texas
$722K
OCA
1663
OpenArc Corporate Advisory
Georgia
$721K
OCM
1664
One Capital Management
California
$719K
XT
1665
XTX Topco
Cayman Islands
$716K
ATC
1666
Adirondack Trust Company
New York
$714K
TI
1667
Truepoint Inc
Ohio
$714K
NCM
1668
Narwhal Capital Management
Georgia
$713K
CL
1669
CLG LLC
California
$713K
JFG
1670
Jefferies Financial Group
New York
$712K
OPWM
1671
Oakwell Private Wealth Management
Texas
$712K
SWM
1672
Shelton Wealth Management
Texas
$712K
FNWM
1673
Financial Network Wealth Management
Utah
$711K
KFSN
1674
Keystone Financial Services (Nebraska)
Nebraska
$709K
S
1675
SignatureFD
Georgia
$708K