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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
WAL
2001
W Advisors LLC
Tennessee
$374K
CWM
2002
Cherrydale Wealth Management
New Jersey
$374K
RBFC
2003
Roman Butler Fullerton & Co
Missouri
$370K
BSA
2004
Bull Street Advisors
Georgia
$370K
GCA
2005
Gradient Capital Advisors
California
$370K
MWM
2006
McNaughton Wealth Management
California
$370K
CCL
2007
Clearwave Capital, LLC
California
$368K
AT
2008
Avalon Trust
New Mexico
$367K
PPW
2009
Presilium Private Wealth
Pennsylvania
$367K
VIPI
2010
Vista Investment Partners II
Indiana
$366K
AWM
2011
Avaii Wealth Management
Wisconsin
$365K
VCAM
2012
Van Cleef Asset Management
Ohio
$365K
LWM
2013
Level Wealth Management
North Carolina
$364K
BTW
2014
Boston Trust Walden
Massachusetts
$362K
CFM
2015
Cornerstone Financial Management
Massachusetts
$362K
CLP
2016
Charis Legacy Partners
Texas
$360K
CWM
2017
Capital Wealth Management
Rhode Island
$360K
PIFP
2018
Partners in Financial Planning
Virginia
$360K
ML
2019
McAdam LLC
Pennsylvania
$358K
PIA
2020
Pollock Investment Advisors
Michigan
$358K
ACM
2021
Advance Capital Management
Michigan
$357K
WMWM
2022
Whitaker-Myers Wealth Managers
Ohio
$357K
DCM
2023
Dimension Capital Management
Florida
$356K
DHC
2024
Drum Hill Capital
Connecticut
$355K
VPF
2025
Vantage Point Financial
Illinois
$355K