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iShares Core S&P Mid-Cap ETF

2,595 hedge funds and large institutions have $82.2B invested in iShares Core S&P Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 278 funds opening new positions, 1,078 increasing their positions, 905 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:

5% more funds holding in top 10

Funds holding in top 10: 336352 (+16)

1.56% more ownership

Funds ownership: 78.69%80.25% (+1.6%)

4% more capital invested

Capital invested by funds: $79.1B → $82.2B (+$3.09B)

Holders
2,595
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
352
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
RWA
1826
Redhawk Wealth Advisors
Minnesota
$541K
CA
1827
Carson Advisory
Georgia
$540K
First Trust Advisors
1828
First Trust Advisors
Illinois
$540K
WHCFA
1829
William Howard & Co Financial Advisors
Tennessee
$539K
CWP
1830
CFM Wealth Partners
Texas
$537K
AL
1831
ARWA LLC
Texas
$537K
PIA
1832
Panoramic Investment Advisors
Colorado
$536K
IDA
1833
Intelligence Driven Advisers
California
$536K
CCM
1834
Collar Capital Management
Wisconsin
$536K
LWPC
1835
Legacy Wealth Partners (Colorado)
Colorado
$536K
LAM
1836
Lewis Asset Management
California
$535K
JPWM
1837
Jamison Private Wealth Management
Georgia
$535K
BEC
1838
Blue Edge Capital
Virginia
$534K
JWM
1839
JGP Wealth Management
Oregon
$533K
LC
1840
Lawood & Co
Pennsylvania
$533K
VFG
1841
Victory Financial Group
Texas
$532K
SFP
1842
Strategic Financial Partners
Oregon
$531K
AAM
1843
Augustine Asset Management
Florida
$529K
AFC
1844
Adaptive Financial Consulting
Ohio
$529K
HFS
1845
Haverford Financial Services
Pennsylvania
$528K
AWM
1846
Ameliora Wealth Management
Switzerland
$527K
MCA
1847
Martin Capital Advisors
Texas
$526K
ME
1848
McIlrath & Eck
Washington
$526K
NAS
1849
Nicolet Advisory Services
Wisconsin
$521K
RCM
1850
Radnor Capital Management
Pennsylvania
$518K