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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
WP
2101
WealthPLAN Partners
Nebraska
$315K
MPM
2102
Meritage Portfolio Management
Kansas
$313K
ZIG
2103
Zuckerman Investment Group
Illinois
$313K
CFP
2104
Cascade Financial Partners
California
$311K
4A
2105
4Wealth Advisors
Illinois
$311K
EA
2106
Ellsworth Advisors
Ohio
$311K
TA
2107
TrueWealth Advisors
Alabama
$311K
RFA
2108
Resurgent Financial Advisors
Georgia
$309K
MFS
2109
Mattson Financial Services
Michigan
$309K
BFP
2110
Birchwood Financial Partners
Minnesota
$309K
GD
2111
Grandfield & Dodd
New York
$309K
IAS
2112
Integrity Advisory Solutions
Texas
$309K
MAWA
2113
Moss Adams Wealth Advisors
Washington
$308K
CCMI
2114
Creative Capital Management Investments
California
$308K
AA
2115
Apriem Advisors
California
$307K
BPFA
2116
Barnes Pettey Financial Advisors
Mississippi
$306K
GP
2117
Geneva Partners
Wisconsin
$306K
FM
2118
Family Management
New York
$305K
MCM
2119
Morton Capital Management
California
$305K
BWM
2120
BCGM Wealth Management
Indiana
$304K
HFO
2121
Heritage Family Offices
Arizona
$304K
ESBC
2122
E.S. Barr & Co
Kentucky
$304K
MPW
2123
MGO Private Wealth
California
$304K
KHCM
2124
Kirtland Hills Capital Management
Ohio
$303K
SL
2125
Sentry LLC
Tennessee
$302K