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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
PAM
1901
Peak Asset Management
Colorado
$480K
FFBTD
1902
First Financial Bank - Trust Division
Ohio
$477K
SSWM
1903
Smith Salley Wealth Management
North Carolina
$477K
GWSA
1904
Global Wealth Strategies & Associates
Colorado
$476K
T
1905
TrustBank
Illinois
$476K
CFGW
1906
Chancellor Financial Group WB
Pennsylvania
$475K
MCM
1907
McRae Capital Management
New Jersey
$475K
NG
1908
Norden Group
Utah
$475K
BA
1909
Bridgewater Advisors
New York
$474K
FP
1910
Financial Perspectives
Minnesota
$474K
CP
1911
Capital Planning
Washington
$473K
MPCL
1912
My Personal CFO LLC
Washington
$472K
PTP
1913
Platform Technology Partners
New York
$471K
SIA
1914
Serenity Investment Advisors
Illinois
$470K
GWM
1915
Greenhouse Wealth Management
Connecticut
$468K
HWA
1916
HighRoad Wealth Advisors
Oregon
$468K
CWM
1917
Collaborative Wealth Management
Florida
$468K
AWM
1918
Aries Wealth Management
Maine
$467K
AFAS
1919
Acorn Financial Advisory Services
Virginia
$466K
OPCM
1920
Osborne Partners Capital Management
California
$466K
NLWP
1921
Next Level Wealth Planning
Idaho
$465K
HGA
1922
Hobbs Group Advisors
South Carolina
$463K
SP
1923
Successful Portfolios
Florida
$463K
JSAM
1924
J. Safra Asset Management
New York
$462K
AIP
1925
ARS Investment Partners
New York
$462K