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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
PSA
2001
Plum Street Advisors
Louisiana
$396K
MFPI
2002
Midwest Financial Partners Investments
Minnesota
$396K
EI
2003
EFG International
$393K
WEG
2004
World Equity Group
Illinois
$392K
HBW
2005
Hazlett, Burt & Watson
West Virginia
$392K
FGG
2006
Financial Guidance Group
Florida
$391K
RFA
2007
Rollins Financial Advisors
New York
$391K
VAF
2008
Values Added Financial
District of Columbia
$390K
WG
2009
Welch Group
Alabama
$390K
TSW
2010
Thompson Siegel & Walmsley
Virginia
$388K
HFRG
2011
Houlihan Financial Resource Group
Virginia
$388K
EF
2012
Envision Financial
Wisconsin
$387K
B
2013
Bedminster
South Carolina
$386K
LEA
2014
Legacy Edge Advisors
New York
$385K
FMI
2015
F/M Investments
District of Columbia
$384K
MCM
2016
Mainstream Capital Management
California
$384K
FA
2017
Faithward Advisors
Pennsylvania
$383K
YIH
2018
Y-Intercept (HK)
Hong Kong
$383K
KWM
2019
Keebeck Wealth Management
Illinois
$381K
SW
2020
Simplicity Wealth
New Jersey
$381K
AWAG
2021
ARS Wealth Advisors Group
Florida
$380K
EDRH
2022
Edmond de Rothschild Holding
Switzerland
$380K
TL
2023
Tradewinds LLC
North Carolina
$380K
BWMG
2024
Barnes Wealth Management Group
California
$380K
LA
2025
Latitude Advisors
Florida
$379K