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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
WFS
1701
WealthGarden F.S.
California
$698K
TLFA
1702
True Link Financial Advisors
California
$698K +$209K +3,190 +43%
HWA
1703
HHM Wealth Advisors
Tennessee
$698K -$3.27K -50 -0.5%
KFAS
1704
Keating Financial Advisory Services
Kansas
$697K +$692K +10,567 New
GWM
1705
Graybill Wealth Management
Illinois
$696K +$32.4K +494 +5%
NIWA
1706
New Insight Wealth Advisors
California
$695K -$30.1K -459 -4%
DF
1707
Downshift Financial
Colorado
$692K +$654K +9,977 New
DI
1708
DAGCO Inc
Ohio
$692K
WG
1709
Wellington Group
Indiana
$691K +$686K +10,465 New
OAM
1710
Oak Asset Management
California
$690K +$9.37K +143 +1%
BOPW
1711
Brandywine Oak Private Wealth
Pennsylvania
$689K -$31.1K -475 -4%
FCFC
1712
First Commonwealth Financial Corp
Pennsylvania
$688K +$162K +2,474 +31%
MAG
1713
Meadowbrook Advisors Group
New Jersey
$687K +$681K +10,403 New
BWP
1714
Balboa Wealth Partners
Arizona
$686K +$2.1K +32 +0.3%
OFS
1715
OneAscent Financial Services
Alabama
$684K +$156K +2,379 +30%
EIA
1716
Eldridge Investment Advisors
New Hampshire
$684K -$91.5K -1,397 -12%
PW
1717
Pandora Wealth
Illinois
$683K
WAG
1718
Wallace Advisory Group
California
$682K +$6.81K +104 +1%
PP
1719
Pearl Planning
Michigan
$681K +$676K +10,322 New
SIAP
1720
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$679K +$101K +1,540 +18%
FFP
1721
FourThought Financial Partners
Florida
$679K
AAMC
1722
Asset Allocation & Management Company
Illinois
$679K -$181K -2,759 -21%
HIP
1723
HUB Investment Partners
Texas
$677K +$194K +2,959 +41%
PCH
1724
PGIM Custom Harvest
New Jersey
$677K -$55.5K -847 -8%
1WA
1725
180 Wealth Advisors
Washington
$675K +$65.5K +1,000 +11%