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iShares Core S&P Mid-Cap ETF

2,595 hedge funds and large institutions have $82.2B invested in iShares Core S&P Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 278 funds opening new positions, 1,078 increasing their positions, 905 reducing their positions, and 65 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:

5% more funds holding in top 10

Funds holding in top 10: 336352 (+16)

1.56% more ownership

Funds ownership: 78.69%80.25% (+1.6%)

4% more capital invested

Capital invested by funds: $79.1B → $82.2B (+$3.09B)

Holders
2,595
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
352
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
BTW
2026
Boston Trust Walden
Massachusetts
$362K
CFM
2027
Cornerstone Financial Management
Massachusetts
$362K
CLP
2028
Charis Legacy Partners
Texas
$360K
CWM
2029
Capital Wealth Management
Rhode Island
$360K
PIFP
2030
Partners in Financial Planning
Virginia
$360K
ML
2031
McAdam LLC
Pennsylvania
$358K
PIA
2032
Pollock Investment Advisors
Michigan
$358K
ACM
2033
Advance Capital Management
Michigan
$357K
WMWM
2034
Whitaker-Myers Wealth Managers
Ohio
$357K
DCM
2035
Dimension Capital Management
Florida
$356K
DHC
2036
Drum Hill Capital
Connecticut
$355K
VPF
2037
Vantage Point Financial
Illinois
$355K
SPW
2038
Signet Private Wealth
Illinois
$354K
SP
2039
Sequent Planning
Nebraska
$354K
VCM
2040
Vivaldi Capital Management
Illinois
$353K
HCWM
2041
Hidden Cove Wealth Management
Washington
$352K
SW
2042
SkyOak Wealth
Michigan
$351K
CW
2043
Cedarwood Wealth
Colorado
$351K
RW
2044
RVW Wealth
California
$351K
PCS
2045
Private Client Services
Kentucky
$350K
FWM
2046
Fingerlakes Wealth Management
New York
$350K
FFM
2047
Forum Financial Management
Illinois
$350K
BF
2048
Brooklyn FI
New York
$348K
E
2049
Evansbrook
Illinois
$347K
HWP
2050
Hibernia Wealth Partners
Louisiana
$345K