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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
ARA
2151
Alexander Randolph Advisory
Virginia
$281K
TNA
2152
True North Advisors
Texas
$280K
AOWM
2153
Asset One Wealth Management
Washington
$280K
PCM
2154
Princeton Capital Management
New Jersey
$280K
4WM
2155
4J Wealth Management
Virginia
$280K
LHP
2156
Lexington Hill Partners
Texas
$279K
IIA
2157
Integral Investment Advisors
California
$279K
AFA
2158
Alpha Financial Advisors
North Carolina
$279K
GA
2159
GSG Advisors
New Jersey
$278K
LWM
2160
Liberty Wealth Management
California
$278K
TWM
2161
Tripletail Wealth Management
Florida
$278K
RLIM
2162
Red Lighthouse Investment Management
New York
$277K
PMSA
2163
Patrick M. Sweeney & Associates
Illinois
$276K
SWG
2164
Summit Wealth Group
Vermont
$276K
CB
2165
Chris Bulman
California
$276K
AWM
2166
Alterna Wealth Management
Texas
$275K
IP
2167
Intellectus Partners
California
$275K
TCM
2168
TABR Capital Management
California
$274K
CPW
2169
Cove Private Wealth
New York
$273K
NPT
2170
Nixon Peabody Trust
Massachusetts
$272K
CCM
2171
Chilton Capital Management
Texas
$271K
CAP
2172
Cordoba Advisory Partners
New York
$271K
CFG
2173
Clayton Financial Group
Missouri
$270K
AA
2174
Aufman Associates
Pennsylvania
$270K
HWA
2175
Heartwood Wealth Advisors
Virginia
$269K