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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
SWM
1951
Selective Wealth Management
Virginia
$413K
AA
1952
Ashford Advisors
New York
$413K
HFS
1953
Hantz Financial Services
Michigan
$412K
FLP
1954
Financial Life Planners
Arizona
$410K
FA
1955
Fermata Advisors
California
$410K
RFWL
1956
Redwood Family Wealth LLC
Texas
$408K
IWP
1957
IAG Wealth Partners
Wisconsin
$407K
PAM
1958
Prodigy Asset Management
Nebraska
$407K
RFG
1959
Range Financial Group
Oregon
$406K
AA
1960
Auxano Advisors
Washington
$406K
AIC
1961
Archer Investment Corporation
Indiana
$405K
IBOK
1962
Independence Bank of Kentucky
Kentucky
$405K
AL
1963
ADE LLC
Maryland
$404K
MSG
1964
Main Street Group
Virginia
$402K
JLBC
1965
J.L. Bainbridge & Co
Florida
$401K
MSFS
1966
Main Street Financial Solutions
Pennsylvania
$399K
PFA
1967
Pinnacle Family Advisors
Missouri
$399K
PSA
1968
Plum Street Advisors
Louisiana
$396K
MFPI
1969
Midwest Financial Partners Investments
Minnesota
$396K
EI
1970
EFG International
$393K
WEG
1971
World Equity Group
Illinois
$392K
HBW
1972
Hazlett, Burt & Watson
West Virginia
$392K
FGG
1973
Financial Guidance Group
Florida
$391K
RFA
1974
Rollins Financial Advisors
New York
$391K
VAF
1975
Values Added Financial
District of Columbia
$390K