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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
FAL
2051
Focused Alpha LLC
Colorado
$337K
SIC
2052
SJS Investment Consulting
Ohio
$336K
PIM
2053
Penobscot Investment Management
Massachusetts
$334K
BFA
2054
Bluestem Financial Advisors
Illinois
$334K
CP
2055
Canopy Partners
Ohio
$333K
BFF
2056
Byrne Financial Freedom
Massachusetts
$333K
C1AG
2057
Client 1st Advisory Group
Florida
$330K
NCM
2058
Nelson Capital Management
California
$330K
BAM
2059
Bosun Asset Management
Illinois
$330K
VAM
2060
Virtue Asset Management
Illinois
$328K
TCM
2061
TD Capital Management
Tennessee
$328K
WFA
2062
Wells Financial Advisors
Massachusetts
$327K
HWM
2063
HFR Wealth Management
New York
$326K
SWM
2064
SHP Wealth Management
Massachusetts
$326K
LCWP
2065
Legacy Capital Wealth Partners
Arkansas
$326K
SAW
2066
Signal Advisors Wealth
Michigan
$325K
JJBC
2067
James J. Burns & Company
New York
$325K
BO
2068
Bank OZK
Arkansas
$324K
FMTC
2069
Farmers & Merchants Trust Company
California
$323K
TFM
2070
TFC Financial Management
Massachusetts
$322K
OWP
2071
Obermeyer Wealth Partners
Colorado
$322K
VCM
2072
Versant Capital Management
Arizona
$321K
APW
2073
Axim Planning & Wealth
Ohio
$320K
JWBC
2074
John W. Brooker & Co
California
$319K
LDB
2075
Lee, Danner & Bass
Tennessee
$319K