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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
FWA
176
FORM Wealth Advisors
Wisconsin
$45.4M
Bank of Nova Scotia
177
Bank of Nova Scotia
Ontario, Canada
$44.3M
JAG
178
Journey Advisory Group
Kentucky
$44.2M
IB
179
Intrust Bank
Kansas
$43.9M
NFG
180
Nadler Financial Group
Illinois
$43.8M
BOS
181
Bank of Stockton
California
$43.6M
OC
182
Oppenheimer & Co
New York
$43.5M
FBB
183
Fulton Breakefield Broenniman
Maryland
$43.4M
NEPPG
184
New England Professional Planning Group
Rhode Island
$43.3M
MIA
185
MainStreet Investment Advisors
Illinois
$43.2M
William Blair & Company
186
William Blair & Company
Illinois
$43.1M
AT
187
American Trust
Kentucky
$42.9M
GRP
188
Global Retirement Partners
California
$42.9M
TC
189
Trilogy Capital
California
$42.7M
CIA
190
Capital Investment Advisors
Georgia
$41.9M
RFA
191
RTD Financial Advisors
Pennsylvania
$41.5M
JIC
192
Johnson Investment Counsel
Ohio
$41.3M
EWM
193
Evermay Wealth Management
Virginia
$40.4M
CTA
194
Chesley Taft & Associates
Illinois
$40.1M
SWA
195
Sax Wealth Advisors
New Jersey
$40.1M
LBC
196
Lowe Brockenbrough & Co
Virginia
$40M
LGWM
197
Litman Gregory Wealth Management
California
$39.9M
MSA
198
Mason Street Advisors
Wisconsin
$39.6M
SCM
199
SCS Capital Management
Massachusetts
$39.2M
MFIM
200
Mesirow Financial Investment Management
Illinois
$38.8M