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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
ACM
2051
Absolute Capital Management
Pennsylvania
$345K
BBPWM
2052
Blue Bell Private Wealth Management
Pennsylvania
$344K
LWCFA
2053
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$344K
TWM
2054
TopTier Wealth Management
Wisconsin
$343K
WMA
2055
West Michigan Advisors
Michigan
$342K
JFGLC
2056
Johnson Financial Group LLC (Colorado)
Colorado
$342K
PPG
2057
Peak Planning Group
Colorado
$341K
LJAC
2058
L.J. Altfest & Co
New York
$341K
TCOTS
2059
Trust Company of the South
North Carolina
$340K
CPA
2060
Capital Performance Advisors
California
$339K
BKA
2061
Brick & Kyle Associates
Pennsylvania
$338K
MAA
2062
Matrix Asset Advisors
New York
$337K
FAL
2063
Focused Alpha LLC
Colorado
$337K
SIC
2064
SJS Investment Consulting
Ohio
$336K
PIM
2065
Penobscot Investment Management
Massachusetts
$334K
BFA
2066
Bluestem Financial Advisors
Illinois
$334K
CP
2067
Canopy Partners
Ohio
$333K
BFF
2068
Byrne Financial Freedom
Massachusetts
$333K
WPW
2069
Winthrop Partners - WNY
New York
$332K
C1AG
2070
Client 1st Advisory Group
Florida
$330K
NCM
2071
Nelson Capital Management
California
$330K
BAM
2072
Bosun Asset Management
Illinois
$330K
VAM
2073
Virtue Asset Management
Illinois
$328K
TCM
2074
TD Capital Management
Tennessee
$328K
WFA
2075
Wells Financial Advisors
Massachusetts
$327K