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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
HWM
2076
HFR Wealth Management
New York
$326K
SWM
2077
SHP Wealth Management
Massachusetts
$326K
LCWP
2078
Legacy Capital Wealth Partners
Arkansas
$326K
SAW
2079
Signal Advisors Wealth
Michigan
$325K
JJBC
2080
James J. Burns & Company
New York
$325K
BO
2081
Bank OZK
Arkansas
$324K
FMTC
2082
Farmers & Merchants Trust Company
California
$323K
TFM
2083
TFC Financial Management
Massachusetts
$322K
OWP
2084
Obermeyer Wealth Partners
Colorado
$322K
VCM
2085
Versant Capital Management
Arizona
$321K
APW
2086
Axim Planning & Wealth
Ohio
$320K
JWBC
2087
John W. Brooker & Co
California
$319K
LDB
2088
Lee, Danner & Bass
Tennessee
$319K
GWA
2089
Gratus Wealth Advisors
Virginia
$318K
MM
2090
Main Management
California
$318K
CFG
2091
Cassilly Financial Group
Maryland
$318K
FIM
2092
Freedom Investment Management
Connecticut
$317K
MSS
2093
Mitchell Sinkler & Starr
Pennsylvania
$317K
BDPWM
2094
Barnes Dennig Private Wealth Management
Ohio
$317K
LWMI
2095
Legacy Wealth Management (Idaho)
Idaho
$317K
LWM
2096
LJI Wealth Management
Indiana
$317K
NIM
2097
Northeast Investment Management
Massachusetts
$316K
GWM
2098
Gibbs Wealth Management
Georgia
$316K
SWM
2099
Steinberganna Wealth Management
New York
$316K
DBIA
2100
Dumont & Blake Investment Advisors
New Jersey
$315K