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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
PIFP
2051
Partners in Financial Planning
Virginia
$360K
ML
2052
McAdam LLC
Pennsylvania
$358K
PIA
2053
Pollock Investment Advisors
Michigan
$358K
ACM
2054
Advance Capital Management
Michigan
$357K
WMWM
2055
Whitaker-Myers Wealth Managers
Ohio
$357K
DCM
2056
Dimension Capital Management
Florida
$356K
DHC
2057
Drum Hill Capital
Connecticut
$355K
VPF
2058
Vantage Point Financial
Illinois
$355K
SPW
2059
Signet Private Wealth
Illinois
$354K
SP
2060
Sequent Planning
Nebraska
$354K
VCM
2061
Vivaldi Capital Management
Illinois
$353K
HCWM
2062
Hidden Cove Wealth Management
Washington
$352K
SW
2063
SkyOak Wealth
Michigan
$351K
CW
2064
Cedarwood Wealth
Colorado
$351K
RW
2065
RVW Wealth
California
$351K
PCS
2066
Private Client Services
Kentucky
$350K
FWM
2067
Fingerlakes Wealth Management
New York
$350K
FFM
2068
Forum Financial Management
Illinois
$350K
BF
2069
Brooklyn FI
New York
$348K
E
2070
Evansbrook
Illinois
$347K
HWP
2071
Hibernia Wealth Partners
Louisiana
$345K
ACM
2072
Absolute Capital Management
Pennsylvania
$345K
BBPWM
2073
Blue Bell Private Wealth Management
Pennsylvania
$344K
LWCFA
2074
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$344K
TWM
2075
TopTier Wealth Management
Wisconsin
$343K