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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
WMA
2076
West Michigan Advisors
Michigan
$342K
JFGLC
2077
Johnson Financial Group LLC (Colorado)
Colorado
$342K
PPG
2078
Peak Planning Group
Colorado
$341K
LJAC
2079
L.J. Altfest & Co
New York
$341K
TCOTS
2080
Trust Company of the South
North Carolina
$340K
CPA
2081
Capital Performance Advisors
California
$339K
BKA
2082
Brick & Kyle Associates
Pennsylvania
$338K
MAA
2083
Matrix Asset Advisors
New York
$337K
FAL
2084
Focused Alpha LLC
Colorado
$337K
SIC
2085
SJS Investment Consulting
Ohio
$336K
PIM
2086
Penobscot Investment Management
Massachusetts
$334K
BFA
2087
Bluestem Financial Advisors
Illinois
$334K
CP
2088
Canopy Partners
Ohio
$333K
BFF
2089
Byrne Financial Freedom
Massachusetts
$333K
WPW
2090
Winthrop Partners - WNY
New York
$332K
C1AG
2091
Client 1st Advisory Group
Florida
$330K
NCM
2092
Nelson Capital Management
California
$330K
BAM
2093
Bosun Asset Management
Illinois
$330K
VAM
2094
Virtue Asset Management
Illinois
$328K
TCM
2095
TD Capital Management
Tennessee
$328K
WFA
2096
Wells Financial Advisors
Massachusetts
$327K
HWM
2097
HFR Wealth Management
New York
$326K
SWM
2098
SHP Wealth Management
Massachusetts
$326K
LCWP
2099
Legacy Capital Wealth Partners
Arkansas
$326K
SAW
2100
Signal Advisors Wealth
Michigan
$325K