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iShares Core S&P Mid-Cap ETF

2,619 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 292 funds opening new positions, 1,083 increasing their positions, 910 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:

6% more funds holding in top 10

Funds holding in top 10: 338359 (+21)

1.7% more ownership

Funds ownership: 78.74%80.43% (+1.7%)

4% more capital invested

Capital invested by funds: $79.1B → $82.4B (+$3.23B)

Holders
2,619
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
359
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
AF
151
Arrow Financial
New York
$54.8M
T
152
TrueFG
Texas
$54.8M
RCIM
153
Red Cedar Investment Management
Michigan
$54.5M
JFA
154
JNBA Financial Advisors
Minnesota
$54.1M
MFG
155
Magnus Financial Group
New York
$53.8M
FTWA
156
Fifth Third Wealth Advisors
Ohio
$53.6M
MWM
157
Modera Wealth Management
New Jersey
$52.7M
LCOV
158
London Company of Virginia
Virginia
$52.1M
HSBC Holdings
159
HSBC Holdings
United Kingdom
$52.1M
W
160
Wealthquest
Ohio
$52M
RCA
161
Resonant Capital Advisors
Wisconsin
$50.9M
HW
162
Hancock Whitney
Mississippi
$50.8M
AWM
163
Apollon Wealth Management
South Carolina
$50.7M
PGA
164
Portland Global Advisors
Maine
$49.7M
PFM
165
Phillips Financial Management
Indiana
$49.1M
HW
166
HORAN Wealth
Ohio
$48.4M
MPWT
167
MassMutual Private Wealth & Trust
Connecticut
$48.4M
Natixis Advisors
168
Natixis Advisors
Massachusetts
$48.2M
QCG
169
Quadrant Capital Group
Ohio
$47.7M
JWA
170
JFS Wealth Advisors
Pennsylvania
$46.9M
SPP
171
Single Point Partners
Massachusetts
$46.9M
MWA
172
Midland Wealth Advisors
Illinois
$46.6M
FBFS
173
First Business Financial Services
Wisconsin
$46M
GBT
174
Grove Bank & Trust
Florida
$46M
Carson Wealth (CWM LLC)
175
Carson Wealth (CWM LLC)
Nebraska
$45.4M