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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
CF
1926
Claris Financial
Virginia
$433K
MSCM
1927
McElhenny Sheffield Capital Management
Texas
$432K
AO
1928
Advisor OS
Illinois
$432K
ADL
1929
Asset Dedication LLC
California
$431K
AWM
1930
Abound Wealth Management
Tennessee
$431K
DWM
1931
Dopkins Wealth Management
New York
$431K
FA
1932
Fiduciary Alliance
South Carolina
$431K
AGC
1933
August Group Capital
$430K
LFA
1934
Legacy Financial Advisors
Kentucky
$430K
OWMIAS
1935
One Wealth Management Investment & Advisory Services
Florida
$430K
SFG
1936
Sunburst Financial Group
Alabama
$430K
PAA
1937
Peregrine Asset Advisers
Oregon
$428K
SEM
1938
Strategic Equity Management
Arizona
$428K
MEG
1939
Millstone Evans Group
Colorado
$426K
FM
1940
Foster & Motley
Ohio
$425K
PWP
1941
Phillips Wealth Planners
Mississippi
$423K
BCP
1942
Berkeley Capital Partners
Georgia
$422K
SIM
1943
Synergy Investment Management
Florida
$422K
TWM
1944
Tradition Wealth Management
Minnesota
$422K
MAM
1945
Mystic Asset Management
Rhode Island
$419K
FAG
1946
Fortitude Advisory Group
Washington
$419K
SI
1947
Severin Investments
Missouri
$419K
MHIC
1948
Marble Harbor Investment Counsel
Massachusetts
$418K
BTD
1949
BankPlus Trust Department
Mississippi
$416K
JPMIA
1950
J.P. Marvel Investment Advisors
Massachusetts
$415K