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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
SPW
2026
Signet Private Wealth
Illinois
$354K
SP
2027
Sequent Planning
Nebraska
$354K
VCM
2028
Vivaldi Capital Management
Illinois
$353K
HCWM
2029
Hidden Cove Wealth Management
Washington
$352K
SW
2030
SkyOak Wealth
Michigan
$351K
CWL
2031
Cedarwood Wealth LLC
Colorado
$351K
RW
2032
RVW Wealth
California
$351K
PCS
2033
Private Client Services
Kentucky
$350K
FWM
2034
Fingerlakes Wealth Management
New York
$350K
FFM
2035
Forum Financial Management
Illinois
$350K
BF
2036
Brooklyn FI
New York
$348K
E
2037
Evansbrook
Illinois
$347K
HWP
2038
Hibernia Wealth Partners
Louisiana
$345K
ACM
2039
Absolute Capital Management
Pennsylvania
$345K
BBPWM
2040
Blue Bell Private Wealth Management
Pennsylvania
$344K
LWCFA
2041
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$344K
TWM
2042
TopTier Wealth Management
Wisconsin
$343K
WMA
2043
West Michigan Advisors
Michigan
$342K
JFGLC
2044
Johnson Financial Group LLC (Colorado)
Colorado
$342K
PPG
2045
Peak Planning Group
Colorado
$341K
LJAC
2046
L.J. Altfest & Co
New York
$341K
TCOTS
2047
Trust Company of the South
North Carolina
$340K
CPA
2048
Capital Performance Advisors
California
$339K
BKA
2049
Brick & Kyle Associates
Pennsylvania
$338K
MAA
2050
Matrix Asset Advisors
New York
$337K