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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
LA
2151
Lifeworks Advisors
Michigan
$300K
ACB
2152
Aristotle Capital Boston
Massachusetts
$300K
BMC
2153
Beaton Management Company
Massachusetts
$299K
AP
2154
Atwood & Palmer
Missouri
$299K
AI
2155
Auour Investments
Massachusetts
$299K
NJIM
2156
Nabity-Jensen Investment Management
Nebraska
$299K
MGW
2157
MB Generational Wealth
Washington
$298K
CWM
2158
Centric Wealth Management
Illinois
$298K
SAM
2159
Summit Asset Management
Tennessee
$298K
KWM
2160
KFG Wealth Management
Indiana
$298K
BL
2161
BCWM LLC
Kansas
$297K
MWA
2162
Medallion Wealth Advisors
Connecticut
$296K
PFM
2163
Potomac Fund Management
Florida
$296K
CRI
2164
Commonwealth Retirement Investments
Virginia
$294K
AWM
2165
Affinity Wealth Management
Delaware
$294K
PWM
2166
Praetorian Wealth Management
California
$293K
CIC
2167
Chilton Investment Company
Connecticut
$293K
WWG
2168
West Wealth Group
California
$290K
WFA
2169
WestHill Financial Advisors
California
$290K
PG
2170
Prostatis Group
Maryland
$290K
TFM
2171
Trademark Financial Management
Minnesota
$290K
LS
2172
Leelyn Smith
Illinois
$290K
DJSG
2173
D.J. St. Germain
Massachusetts
$290K
MS
2174
Madden Securities
Texas
$289K
HDIM
2175
Hanson & Doremus Investment Management
Vermont
$288K