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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

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:

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
Holders Change %
% of All Funds
Holding in Top 10
363
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
DMC
1876
Drexel Morgan & Co
Pennsylvania
$512K
GFPC
1877
Global Financial Private Client
Florida
$511K
CIC
1878
Cutler Investment Counsel
Oregon
$509K
APW
1879
Aurora Private Wealth
New Jersey
$506K
RZH
1880
Relyea Zuckerberg Hanson
Connecticut
$505K
EHC
1881
Everett Harris & Co
California
$505K
CG
1882
Cynosure Group
Utah
$504K
EAN
1883
Excelsior Advisor Network
Colorado
$503K
WMA
1884
Wealth Management Associates
New Jersey
$502K
HWM
1885
Hohimer Wealth Management
Washington
$502K
SMA
1886
Seven Mile Advisory
New Jersey
$498K
APW
1887
Austin Private Wealth
Texas
$497K
BFA
1888
Bill Few Associates
Pennsylvania
$497K
UWP
1889
Uniting Wealth Partners
Kansas
$497K
FWI
1890
Facet Wealth Inc
Maryland
$495K
WIP
1891
WealthCare Investment Partners
Rhode Island
$495K
FPH
1892
Financial Planning Hawaii
Hawaii
$494K
GSIS
1893
Global Strategic Investment Solutions
Arizona
$491K
SEP
1894
Southland Equity Partners
Missouri
$489K
OPWM
1895
Oxinas Partners Wealth Management
Indiana
$488K
BIG
1896
Brookwood Investment Group
Arizona
$487K
LOPW
1897
Live Oak Private Wealth
North Carolina
$486K
WCM
1898
Wealthcare Capital Management
Virginia
$485K
MIAS
1899
Mason Investment Advisory Services
Virginia
$483K
CPA
1900
Clear Point Advisors
New York
$482K