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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
SAM
1951
Sawgrass Asset Management
Florida
$441K
DWM
1952
Defined Wealth Management
Oregon
$441K
HPA
1953
High Probability Advisors
New York
$440K
RFG
1954
RFP Financial Group
Georgia
$439K
SCA
1955
STALEY CAPITAL ADVISERS
Pennsylvania
$437K
JBA
1956
Johnson Bixby & Associates
Washington
$433K
NFG
1957
Northbridge Financial Group
Florida
$433K
CF
1958
Claris Financial
Virginia
$433K
MSCM
1959
McElhenny Sheffield Capital Management
Texas
$432K
AO
1960
Advisor OS
Illinois
$432K
ADL
1961
Asset Dedication LLC
California
$431K
AWM
1962
Abound Wealth Management
Tennessee
$431K
DWM
1963
Dopkins Wealth Management
New York
$431K
FA
1964
Fiduciary Alliance
South Carolina
$431K
AGC
1965
August Group Capital
$430K
LFA
1966
Legacy Financial Advisors
Kentucky
$430K
OWMIAS
1967
One Wealth Management Investment & Advisory Services
Florida
$430K
SFG
1968
Sunburst Financial Group
Alabama
$430K
PAA
1969
Peregrine Asset Advisers
Oregon
$428K
SEM
1970
Strategic Equity Management
Arizona
$428K
MEG
1971
Millstone Evans Group
Colorado
$426K
FM
1972
Foster & Motley
Ohio
$425K
PWP
1973
Phillips Wealth Planners
Mississippi
$423K
BCP
1974
Berkeley Capital Partners
Georgia
$422K
SIM
1975
Synergy Investment Management
Florida
$422K