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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
AW
1926
Avion Wealth
Texas
$462K
MAC
1927
Mason & Associates (California)
California
$461K
FA
1928
Fountainhead AM
New Jersey
$460K
HFA
1929
High Falls Advisors
New York
$460K
PB
1930
Prime Buchholz
New Hampshire
$459K
IAP
1931
Indie Asset Partners
Indiana
$458K
SA
1932
Sovran Advisors
California
$458K
FFG
1933
Fiduciary Financial Group
California
$457K
ACM
1934
Ardent Capital Management
Ohio
$457K
DFG
1935
Dynamic Financial Group
Iowa
$457K
CJ
1936
Caitlin John
Michigan
$456K
PHS
1937
Pekin Hardy Strauss
Illinois
$456K
BAM
1938
BOS Asset Management
Illinois
$455K
MFP
1939
Meridian Financial Partners
Virginia
$455K
FI
1940
FWG Investments
Kentucky
$454K
KFC
1941
Klingenstein Fields & Co
New York
$453K
TT
1942
TI-Trust
Illinois
$453K
SWA
1943
Strategies Wealth Advisors
Michigan
$453K
SEI Investments
1944
SEI Investments
Pennsylvania
$452K
MHWM
1945
Montz Harcus Wealth Management
Louisiana
$450K
RCP
1946
Rothschild Capital Partners
New York
$448K
FB
1947
First Bancorp
Maine
$446K
CFAM
1948
Center For Asset Management
Florida
$445K
BI
1949
Breachway Investments
Rhode Island
$443K
PWP
1950
Perfromance Wealth Partners
Illinois
$443K