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iShares Core S&P Mid-Cap ETF

2,577 hedge funds and large institutions have $81.7B invested in iShares Core S&P Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 269 funds opening new positions, 1,073 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)

1.03% more ownership

Funds ownership: 78.69%79.72% (+1%)

3% more capital invested

Capital invested by funds: $79.1B → $81.7B (+$2.56B)

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
T
151
TrueFG
Texas
$54.8M
RCIM
152
Red Cedar Investment Management
Michigan
$54.5M
JFA
153
JNBA Financial Advisors
Minnesota
$54.1M
MFG
154
Magnus Financial Group
New York
$53.8M
FTWA
155
Fifth Third Wealth Advisors
Ohio
$53.6M
MWM
156
Modera Wealth Management
New Jersey
$52.7M
LCOV
157
London Company of Virginia
Virginia
$52.1M
HSBC Holdings
158
HSBC Holdings
United Kingdom
$52.1M
W
159
Wealthquest
Ohio
$52M
RCA
160
Resonant Capital Advisors
Wisconsin
$50.9M
HW
161
Hancock Whitney
Mississippi
$50.8M
AWM
162
Apollon Wealth Management
South Carolina
$50.7M
PGA
163
Portland Global Advisors
Maine
$49.7M
PFM
164
Phillips Financial Management
Indiana
$49.1M
HW
165
HORAN Wealth
Ohio
$48.4M
MPWT
166
MassMutual Private Wealth & Trust
Connecticut
$48.4M
Natixis Advisors
167
Natixis Advisors
Massachusetts
$48.2M
QCG
168
Quadrant Capital Group
Ohio
$47.7M
JWA
169
JFS Wealth Advisors
Pennsylvania
$46.9M
SPP
170
Single Point Partners
Massachusetts
$46.9M
MWA
171
Midland Wealth Advisors
Illinois
$46.6M
FBFS
172
First Business Financial Services
Wisconsin
$46M
GBT
173
Grove Bank & Trust
Florida
$46M
Carson Wealth (CWM LLC)
174
Carson Wealth (CWM LLC)
Nebraska
$45.4M
FWA
175
FORM Wealth Advisors
Wisconsin
$45.4M