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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
Qube Research & Technologies (QRT)
1676
Qube Research & Technologies (QRT)
United Kingdom
$725K +$720K +10,984 New
Legacy Financial Group (Iowa)
1677
Legacy Financial Group (Iowa)
Iowa
$725K -$14.9K -227 -2%
OBWG
1678
Onyx Bridge Wealth Group
New York
$725K +$63.7K +972 +10%
E3F
1679
Eight 31 Financial
Texas
$722K +$6.62K +101 +0.9%
CCA
1680
Childress Capital Advisors
Texas
$722K -$9.3K -142 -1%
OCA
1681
OpenArc Corporate Advisory
Georgia
$721K +$715K +10,917 New
OCM
1682
One Capital Management
California
$719K -$426K -6,507 -37%
XT
1683
XTX Topco
Cayman Islands
$716K -$298K -4,544 -30%
ATC
1684
Adirondack Trust Company
New York
$714K
TI
1685
Truepoint Inc
Ohio
$714K -$16.1K -246 -2%
NCM
1686
Narwhal Capital Management
Georgia
$713K
CL
1687
CLG LLC
California
$713K -$86.8K -1,325 -11%
JFG
1688
Jefferies Financial Group
New York
$712K -$32K -489 -4%
OPWM
1689
Oakwell Private Wealth Management
Texas
$712K -$15.5K -236 -2%
SWM
1690
Shelton Wealth Management
Texas
$712K -$66K -1,007 -9%
FNWM
1691
Financial Network Wealth Management
Utah
$711K
KFSN
1692
Keystone Financial Services (Nebraska)
Nebraska
$709K +$131 +2 +0%
S
1693
SignatureFD
Georgia
$708K +$60.2K +919 +9%
BWAM
1694
Boyd Watterson Asset Management
Ohio
$706K -$142K -2,165 -17%
LB
1695
Legacy Bridge
Iowa
$706K +$28.2K +430 +4%
NG
1696
NWK Group
California
$702K -$109K -1,671 -14%
FNBTCON
1697
First National Bank & Trust Co of Newtown
Pennsylvania
$701K +$117K +1,785 +20%
HWM
1698
Howard Wealth Management
Connecticut
$701K +$21.7K +332 +3%
MSA
1699
Marathon Strategic Advisors
Pennsylvania
$701K -$11.1K -170 -2%
CPSC
1700
Carl P. Sherr & Co
Massachusetts
$700K -$12.4K -189 -2%