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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
BIG
1876
Brookwood Investment Group
Arizona
$487K
LOPW
1877
Live Oak Private Wealth
North Carolina
$486K
WCM
1878
Wealthcare Capital Management
Virginia
$485K
MIAS
1879
Mason Investment Advisory Services
Virginia
$483K
CPA
1880
Clear Point Advisors
New York
$482K
PAM
1881
Peak Asset Management
Colorado
$480K
FFBTD
1882
First Financial Bank - Trust Division
Ohio
$477K
SSWM
1883
Smith Salley Wealth Management
North Carolina
$477K
GWSA
1884
Global Wealth Strategies & Associates
Colorado
$476K
T
1885
TrustBank
Illinois
$476K
CFGW
1886
Chancellor Financial Group WB
Pennsylvania
$475K
MCM
1887
McRae Capital Management
New Jersey
$475K
NG
1888
Norden Group
Utah
$475K
BA
1889
Bridgewater Advisors
New York
$474K
FP
1890
Financial Perspectives
Minnesota
$474K
CP
1891
Capital Planning
Washington
$473K
MPCL
1892
My Personal CFO LLC
Washington
$472K
PTP
1893
Platform Technology Partners
New York
$471K
GWM
1894
Greenhouse Wealth Management
Connecticut
$468K
HWA
1895
HighRoad Wealth Advisors
Oregon
$468K
CWM
1896
Collaborative Wealth Management
Florida
$468K
AWM
1897
Aries Wealth Management
Maine
$467K
AFAS
1898
Acorn Financial Advisory Services
Virginia
$466K
OPCM
1899
Osborne Partners Capital Management
California
$466K
NLWP
1900
Next Level Wealth Planning
Idaho
$465K