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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
PHWA
2026
Petersen Hastings Wealth Advisors
Washington
$379K
IAS
2027
IMA Advisory Services
Colorado
$378K
SCM
2028
Schnieders Capital Management
California
$378K
BWP
2029
Bernardo Wealth Planning
Pennsylvania
$378K
AWM
2030
Aberdeen Wealth Management
Illinois
$378K
RE
2031
Rydar Equities
Texas
$377K
SBLIC
2032
Security Benefit Life Insurance Company
Kansas
$376K
BDF
2033
Black Diamond Financial
Maryland
$376K
WAL
2034
W Advisors LLC
Tennessee
$374K
CWM
2035
Cherrydale Wealth Management
New Jersey
$374K
RBFC
2036
Roman Butler Fullerton & Co
Missouri
$370K
BSA
2037
Bull Street Advisors
Georgia
$370K
GCA
2038
Gradient Capital Advisors
California
$370K
MWM
2039
McNaughton Wealth Management
California
$370K
CC
2040
Clearwave Capital
California
$368K
AT
2041
Avalon Trust
New Mexico
$367K
PPW
2042
Presilium Private Wealth
Pennsylvania
$367K
VIPI
2043
Vista Investment Partners II
Indiana
$366K
AWM
2044
Avaii Wealth Management
Wisconsin
$365K
VCAM
2045
Van Cleef Asset Management
Ohio
$365K
LWM
2046
Level Wealth Management
North Carolina
$364K
BTW
2047
Boston Trust Walden
Massachusetts
$362K
CFM
2048
Cornerstone Financial Management
Massachusetts
$362K
CLP
2049
Charis Legacy Partners
Texas
$360K
CWM
2050
Capital Wealth Management
Rhode Island
$360K