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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
GWA
2076
Gratus Wealth Advisors
Virginia
$318K
MM
2077
Main Management
California
$318K
CFG
2078
Cassilly Financial Group
Maryland
$318K
FIM
2079
Freedom Investment Management
Connecticut
$317K
MSS
2080
Mitchell Sinkler & Starr
Pennsylvania
$317K
BDPWM
2081
Barnes Dennig Private Wealth Management
Ohio
$317K
LWMI
2082
Legacy Wealth Management (Idaho)
Idaho
$317K
LWM
2083
LJI Wealth Management
Indiana
$317K
NIM
2084
Northeast Investment Management
Massachusetts
$316K
GWM
2085
Gibbs Wealth Management
Georgia
$316K
SWM
2086
Steinberganna Wealth Management
New York
$316K
DBIA
2087
Dumont & Blake Investment Advisors
New Jersey
$315K
WP
2088
WealthPLAN Partners
Nebraska
$315K
MPM
2089
Meritage Portfolio Management
Kansas
$313K
ZIG
2090
Zuckerman Investment Group
Illinois
$313K
CFP
2091
Cascade Financial Partners
California
$311K
4A
2092
4Wealth Advisors
Illinois
$311K
EA
2093
Ellsworth Advisors
Ohio
$311K
TA
2094
TrueWealth Advisors
Alabama
$311K
RFA
2095
Resurgent Financial Advisors
Georgia
$309K
MFS
2096
Mattson Financial Services
Michigan
$309K
BFP
2097
Birchwood Financial Partners
Minnesota
$309K
GD
2098
Grandfield & Dodd
New York
$309K
IAS
2099
Integrity Advisory Solutions
Texas
$309K
MAWA
2100
Moss Adams Wealth Advisors
Washington
$308K