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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
FM
1951
Foster & Motley
Ohio
$425K
PWP
1952
Phillips Wealth Planners
Mississippi
$423K
BCP
1953
Berkeley Capital Partners
Georgia
$422K
SIM
1954
Synergy Investment Management
Florida
$422K
TWM
1955
Tradition Wealth Management
Minnesota
$422K
PWM
1956
Prosperity Wealth Management
California
$419K
MAM
1957
Mystic Asset Management
Rhode Island
$419K
FAG
1958
Fortitude Advisory Group
Washington
$419K
SI
1959
Severin Investments
Missouri
$419K
MHIC
1960
Marble Harbor Investment Counsel
Massachusetts
$418K
BTD
1961
BankPlus Trust Department
Mississippi
$416K
JPMIA
1962
J.P. Marvel Investment Advisors
Massachusetts
$415K
SWM
1963
Selective Wealth Management
Virginia
$413K
AA
1964
Ashford Advisors
New York
$413K
HFS
1965
Hantz Financial Services
Michigan
$412K
FLP
1966
Financial Life Planners
Arizona
$410K
FA
1967
Fermata Advisors
California
$410K
RFW
1968
Redwood Family Wealth
Texas
$408K
IWP
1969
IAG Wealth Partners
Wisconsin
$407K
PAM
1970
Prodigy Asset Management
Nebraska
$407K
RFG
1971
Range Financial Group
Oregon
$406K
AA
1972
Auxano Advisors
Washington
$406K
AIC
1973
Archer Investment Corporation
Indiana
$405K
IBOK
1974
Independence Bank of Kentucky
Kentucky
$405K
AL
1975
ADE LLC
Maryland
$404K