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iShares Core S&P Mid-Cap ETF

2,577 hedge funds and large institutions have $82B invested in iShares Core S&P Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 268 funds opening new positions, 1,074 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)

1.35% more ownership

Funds ownership: 78.69%80.04% (+1.3%)

4% more capital invested

Capital invested by funds: $79.1B → $82B (+$2.88B)

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
CG
1851
Cynosure Group
Utah
$504K
EAN
1852
Excelsior Advisor Network
Colorado
$503K
WMA
1853
Wealth Management Associates
New Jersey
$502K
HWM
1854
Hohimer Wealth Management
Washington
$502K
SMA
1855
Seven Mile Advisory
New Jersey
$498K
APW
1856
Austin Private Wealth
Texas
$497K
BFA
1857
Bill Few Associates
Pennsylvania
$497K
UWP
1858
Uniting Wealth Partners
Kansas
$497K
FWI
1859
Facet Wealth Inc
Maryland
$495K
WIP
1860
WealthCare Investment Partners
Rhode Island
$495K
FPH
1861
Financial Planning Hawaii
Hawaii
$494K
GSIS
1862
Global Strategic Investment Solutions
Arizona
$491K
SEP
1863
Southland Equity Partners
Missouri
$489K
OPWM
1864
Oxinas Partners Wealth Management
Indiana
$488K
BIG
1865
Brookwood Investment Group
Arizona
$487K
LOPW
1866
Live Oak Private Wealth
North Carolina
$486K
WCM
1867
Wealthcare Capital Management
Virginia
$485K
MIAS
1868
Mason Investment Advisory Services
Virginia
$483K
CPA
1869
Clear Point Advisors
New York
$482K
PAM
1870
Peak Asset Management
Colorado
$480K
FFBTD
1871
First Financial Bank - Trust Division
Ohio
$477K
SSWM
1872
Smith Salley Wealth Management
North Carolina
$477K
GWSA
1873
Global Wealth Strategies & Associates
Colorado
$476K
T
1874
TrustBank
Illinois
$476K
CFGW
1875
Chancellor Financial Group WB
Pennsylvania
$475K