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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
AWA
1776
Asempa Wealth Advisors
Louisiana
$621K +$617K +9,415 New
DWA
1777
Delap Wealth Advisory
Oregon
$621K +$617K +9,413 New
ACI
1778
Alpha Cubed Investments
California
$618K +$257K +3,925 +72%
BEW
1779
Burton Enright Welch
California
$616K +$48.1K +735 +9%
TPWA
1780
Twin Peaks Wealth Advisors
California
$615K -$2.62K -40 -0.5%
MWM
1781
Maridea Wealth Management
New York
$615K -$1.15M -17,517 -65%
WCP
1782
Wick Capital Partners
Pennsylvania
$612K -$35.8K -547 -6%
TF
1783
TME Financial
California
$611K -$46.9K -716 -7%
LG
1784
LAM Group
Oregon
$611K
HT
1785
Heritage Trust
Oklahoma
$609K +$126K +1,920 +26%
OFO
1786
OneAscent Family Office
Alabama
$609K +$2.36K +36 +0.4%
MAM
1787
McLean Asset Management
Virginia
$607K +$66 +1 +0%
RFS
1788
Richardson Financial Services
Massachusetts
$607K +$9.17K +140 +2%
RPCA
1789
Running Point Capital Advisors
California
$606K
QP
1790
Quartz Partners
New York
$606K +$104K +1,581 +21%
KOC
1791
Koss-Olinger Consulting
Florida
$605K -$121K -1,846 -17%
GF
1792
Goodman Financial
Texas
$605K
TF
1793
Trek Financial
Arizona
$604K +$139K +2,127 +30%
LA
1794
LVW Advisors
New York
$603K -$68.5K -1,045 -10%
PAMG
1795
Patton Albertson Miller Group
Tennessee
$603K +$13.4K +205 +2%
AFG
1796
Albion Financial Group
Utah
$600K -$2.1K -32 -0.4%
ES
1797
Eagle Strategies
New York
$599K +$20.7K +316 +4%
LFG
1798
Lazard Frères Gestion
France
$597K
CNTOF
1799
Canandaigua National Trust of Florida
New York
$597K
PAG
1800
Paladin Advisory Group
Iowa
$595K -$9.5K -145 -2%