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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
WFS
1676
WealthGarden F.S.
California
$698K
TLFA
1677
True Link Financial Advisors
California
$698K
HWA
1678
HHM Wealth Advisors
Tennessee
$698K
KFAS
1679
Keating Financial Advisory Services
Kansas
$697K
GWM
1680
Graybill Wealth Management
Illinois
$696K
NIWA
1681
New Insight Wealth Advisors
California
$695K
DI
1682
DAGCO Inc
Ohio
$692K
OAM
1683
Oak Asset Management
California
$690K
BOPW
1684
Brandywine Oak Private Wealth
Pennsylvania
$689K
FCFC
1685
First Commonwealth Financial Corp
Pennsylvania
$688K
BWP
1686
Balboa Wealth Partners
Arizona
$686K
OFS
1687
OneAscent Financial Services
Alabama
$684K
EIA
1688
Eldridge Investment Advisors
New Hampshire
$684K
PW
1689
Pandora Wealth
Illinois
$683K
WAG
1690
Wallace Advisory Group
California
$682K
PP
1691
Pearl Planning
Michigan
$681K
SIAP
1692
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$679K
FFP
1693
FourThought Financial Partners
Florida
$679K
AAMC
1694
Asset Allocation & Management Company
Illinois
$679K
HIP
1695
HUB Investment Partners
Texas
$677K
PCH
1696
PGIM Custom Harvest
New Jersey
$677K
1WA
1697
180 Wealth Advisors
Washington
$675K
TWP
1698
Tyche Wealth Partners
Texas
$674K
HA
1699
Hyposwiss Advisors
$674K
PA
1700
Powerhouse Assets
Massachusetts
$673K