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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
MCM
1876
McRae Capital Management
New Jersey
$475K
NG
1877
Norden Group
Utah
$475K
BA
1878
Bridgewater Advisors
New York
$474K
FP
1879
Financial Perspectives
Minnesota
$474K
CP
1880
Capital Planning
Washington
$473K
MPCL
1881
My Personal CFO LLC
Washington
$472K
PTP
1882
Platform Technology Partners
New York
$471K
GWM
1883
Greenhouse Wealth Management
Connecticut
$468K
HWA
1884
HighRoad Wealth Advisors
Oregon
$468K
CWM
1885
Collaborative Wealth Management
Florida
$468K
AWM
1886
Aries Wealth Management
Maine
$467K
AFAS
1887
Acorn Financial Advisory Services
Virginia
$466K
OPCM
1888
Osborne Partners Capital Management
California
$466K
NLWP
1889
Next Level Wealth Planning
Idaho
$465K
HGA
1890
Hobbs Group Advisors
South Carolina
$463K
SP
1891
Successful Portfolios
Florida
$463K
JSAM
1892
J. Safra Asset Management
New York
$462K
AIP
1893
ARS Investment Partners
New York
$462K
AW
1894
Avion Wealth
Texas
$462K
MAC
1895
Mason & Associates (California)
California
$461K
FA
1896
Fountainhead AM
New Jersey
$460K
HFA
1897
High Falls Advisors
New York
$460K
PB
1898
Prime Buchholz
New Hampshire
$459K
IAP
1899
Indie Asset Partners
Indiana
$458K
SA
1900
Sovran Advisors
California
$458K