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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
WG
1976
Welch Group
Alabama
$390K
TSW
1977
Thompson Siegel & Walmsley
Virginia
$388K
HFRG
1978
Houlihan Financial Resource Group
Virginia
$388K
EF
1979
Envision Financial
Wisconsin
$387K
B
1980
Bedminster
South Carolina
$386K
LEA
1981
Legacy Edge Advisors
New York
$385K
FMI
1982
F/M Investments
District of Columbia
$384K
MCM
1983
Mainstream Capital Management
California
$384K
FA
1984
Faithward Advisors
Pennsylvania
$383K
YIH
1985
Y-Intercept (HK)
Hong Kong
$383K
KWM
1986
Keebeck Wealth Management
Illinois
$381K
SW
1987
Simplicity Wealth
New Jersey
$381K
AWAG
1988
ARS Wealth Advisors Group
Florida
$380K
EDRH
1989
Edmond de Rothschild Holding
Switzerland
$380K
TL
1990
Tradewinds LLC
North Carolina
$380K
BWMG
1991
Barnes Wealth Management Group
California
$380K
LA
1992
Latitude Advisors
Florida
$379K
PHWA
1993
Petersen Hastings Wealth Advisors
Washington
$379K
IAS
1994
IMA Advisory Services
Colorado
$378K
SCM
1995
Schnieders Capital Management
California
$378K
BWP
1996
Bernardo Wealth Planning
Pennsylvania
$378K
AWM
1997
Aberdeen Wealth Management
Illinois
$378K
RE
1998
Rydar Equities
Texas
$377K
SBLIC
1999
Security Benefit Life Insurance Company
Kansas
$376K
BDF
2000
Black Diamond Financial
Maryland
$376K