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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
RA
1751
Ruggaard & Associates
Ohio
$650K -$440K -6,713 -41%
AIM
1752
Aspen Investment Management
Michigan
$649K -$8.97K -137 -1%
EP
1753
Edgestream Partners
New Jersey
$649K +$644K +9,830 New
UAG
1754
United Advisor Group
Ohio
$648K -$44.2K -674 -6%
NFC
1755
Northstar Financial Companies
Pennsylvania
$646K +$642K +9,794 New
RIS
1756
Richmond Investment Services
Wisconsin
$646K -$72.7K -1,110 -10%
DDC
1757
DF Dent & Co
Maryland
$644K +$639K +9,750 New
DIA
1758
Davidson Investment Advisors
Montana
$643K -$522K -7,972 -45%
DP
1759
DDD Partners
Washington
$643K +$62.1K +948 +11%
HWM
1760
Horizons Wealth Management
North Carolina
$639K
CL
1761
CVFG LLC
Indiana
$637K +$12.9K +197 +2%
BI
1762
Ballast Inc
Kentucky
$636K -$13.8K -211 -2%
SFO
1763
Stokes Family Office
Louisiana
$635K +$108K +1,645 +21%
TWA
1764
TCI Wealth Advisors
Arizona
$634K +$17K +260 +3%
CCW
1765
Coastline Complete Wealth
South Carolina
$634K +$629K +9,600 New
EL
1766
EQ LLC
Washington
$631K -$12.6K -192 -2%
PWP
1767
Prasad Wealth Partners
Ohio
$631K +$19.5K +297 +3%
CLIP
1768
Colter Lewis Investment Partners
Connecticut
$630K +$625K +9,545 New
DE
1769
Diversified Enterprises
Delaware
$626K -$64.7K -988 -9%
WPP
1770
Whalerock Point Partners
Rhode Island
$625K -$5.96K -91 -1%
AIM
1771
Athena Investment Management
California
$624K -$12.1K -184 -2%
ONST
1772
Old North State Trust
North Carolina
$623K -$1.64K -25 -0.3%
WETS
1773
Wealth Enhancement Trust Services
South Dakota
$623K +$618K +9,436 New
SIS
1774
Sound Income Strategies
Florida
$622K +$165K +2,516 +40%
RBC
1775
Romano Brothers & Co
Illinois
$622K -$36K -550 -6%