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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
FB
1926
First Bancorp
Maine
$446K
CFAM
1927
Center For Asset Management
Florida
$445K
BI
1928
Breachway Investments
Rhode Island
$443K
PWP
1929
Perfromance Wealth Partners
Illinois
$443K
SAM
1930
Sawgrass Asset Management
Florida
$441K
DWM
1931
Defined Wealth Management
Oregon
$441K
HPA
1932
High Probability Advisors
New York
$440K
RFG
1933
RFP Financial Group
Georgia
$439K
SCA
1934
STALEY CAPITAL ADVISERS
Pennsylvania
$437K
JBA
1935
Johnson Bixby & Associates
Washington
$433K
NFG
1936
Northbridge Financial Group
Florida
$433K
CF
1937
Claris Financial
Virginia
$433K
MSCM
1938
McElhenny Sheffield Capital Management
Texas
$432K
AO
1939
Advisor OS
Illinois
$432K
ADL
1940
Asset Dedication LLC
California
$431K
AWM
1941
Abound Wealth Management
Tennessee
$431K
DWM
1942
Dopkins Wealth Management
New York
$431K
FA
1943
Fiduciary Alliance
South Carolina
$431K
AGC
1944
August Group Capital
$430K
LFA
1945
Legacy Financial Advisors
Kentucky
$430K
OWMIAS
1946
One Wealth Management Investment & Advisory Services
Florida
$430K
SFG
1947
Sunburst Financial Group
Alabama
$430K
PAA
1948
Peregrine Asset Advisers
Oregon
$428K
SEM
1949
Strategic Equity Management
Arizona
$428K
MEG
1950
Millstone Evans Group
Colorado
$426K