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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
BWAM
1676
Boyd Watterson Asset Management
Ohio
$706K
LB
1677
Legacy Bridge
Iowa
$706K
NG
1678
NWK Group
California
$702K
FNBTCON
1679
First National Bank & Trust Co of Newtown
Pennsylvania
$701K
HWM
1680
Howard Wealth Management
Connecticut
$701K
MSA
1681
Marathon Strategic Advisors
Pennsylvania
$701K
CPSC
1682
Carl P. Sherr & Co
Massachusetts
$700K
WFS
1683
WealthGarden F.S.
California
$698K
TLFA
1684
True Link Financial Advisors
California
$698K
HWA
1685
HHM Wealth Advisors
Tennessee
$698K
KFAS
1686
Keating Financial Advisory Services
Kansas
$697K
GWM
1687
Graybill Wealth Management
Illinois
$696K
NIWA
1688
New Insight Wealth Advisors
California
$695K
DF
1689
Downshift Financial
Colorado
$692K
DI
1690
DAGCO Inc
Ohio
$692K
OAM
1691
Oak Asset Management
California
$690K
BOPW
1692
Brandywine Oak Private Wealth
Pennsylvania
$689K
FCFC
1693
First Commonwealth Financial Corp
Pennsylvania
$688K
MAG
1694
Meadowbrook Advisors Group
New Jersey
$687K
BWP
1695
Balboa Wealth Partners
Arizona
$686K
OFS
1696
OneAscent Financial Services
Alabama
$684K
EIA
1697
Eldridge Investment Advisors
New Hampshire
$684K
PW
1698
Pandora Wealth
Illinois
$683K
WAG
1699
Wallace Advisory Group
California
$682K
PP
1700
Pearl Planning
Michigan
$681K