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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
DJSG
2151
D.J. St. Germain
Massachusetts
$290K
MS
2152
Madden Securities
Texas
$289K
HDIM
2153
Hanson & Doremus Investment Management
Vermont
$288K
EBA
2154
Eagle Bay Advisors
New York
$288K
FOR
2155
Family Office Research
Maryland
$287K
EFG
2156
Everhart Financial Group
Ohio
$286K
GRR
2157
Golden Reserve Retirement
Ohio
$286K
VPA
2158
Vernal Point Advisors
California
$285K
DWA
2159
Douglass Winthrop Advisors
New York
$285K
FRA
2160
Frank Rimerman Advisors
California
$284K
FAM
2161
Flaharty Asset Management
Florida
$282K
DWM
2162
Denver Wealth Management
Colorado
$282K
SOAMC
2163
Spirit of America Management Corp
New York
$281K
ARA
2164
Alexander Randolph Advisory
Virginia
$281K
TNA
2165
True North Advisors
Texas
$280K
AOWM
2166
Asset One Wealth Management
Washington
$280K
PCM
2167
Princeton Capital Management
New Jersey
$280K
4WM
2168
4J Wealth Management
Virginia
$280K
LHP
2169
Lexington Hill Partners
Texas
$279K
IIA
2170
Integral Investment Advisors
California
$279K
AFA
2171
Alpha Financial Advisors
North Carolina
$279K
GA
2172
GSG Advisors
New Jersey
$278K
LWM
2173
Liberty Wealth Management
California
$278K
TWM
2174
Tripletail Wealth Management
Florida
$278K
RLIM
2175
Red Lighthouse Investment Management
New York
$277K