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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
JJBC
2101
James J. Burns & Company
New York
$325K
BO
2102
Bank OZK
Arkansas
$324K
FMTC
2103
Farmers & Merchants Trust Company
California
$323K
TFM
2104
TFC Financial Management
Massachusetts
$322K
OWP
2105
Obermeyer Wealth Partners
Colorado
$322K
VCM
2106
Versant Capital Management
Arizona
$321K
APW
2107
Axim Planning & Wealth
Ohio
$320K
JWBC
2108
John W. Brooker & Co
California
$319K
LDB
2109
Lee, Danner & Bass
Tennessee
$319K
GWA
2110
Gratus Wealth Advisors
Virginia
$318K
MM
2111
Main Management
California
$318K
CFG
2112
Cassilly Financial Group
Maryland
$318K
FIM
2113
Freedom Investment Management
Connecticut
$317K
MSS
2114
Mitchell Sinkler & Starr
Pennsylvania
$317K
BDPWM
2115
Barnes Dennig Private Wealth Management
Ohio
$317K
LWMI
2116
Legacy Wealth Management (Idaho)
Idaho
$317K
LWM
2117
LJI Wealth Management
Indiana
$317K
NIM
2118
Northeast Investment Management
Massachusetts
$316K
GWM
2119
Gibbs Wealth Management
Georgia
$316K
SWM
2120
Steinberganna Wealth Management
New York
$316K
DBIA
2121
Dumont & Blake Investment Advisors
New Jersey
$315K
WP
2122
WealthPLAN Partners
Nebraska
$315K
MPM
2123
Meritage Portfolio Management
Kansas
$313K
ZIG
2124
Zuckerman Investment Group
Illinois
$313K
CFP
2125
Cascade Financial Partners
California
$311K