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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
EBA
2176
Eagle Bay Advisors
New York
$288K
FOR
2177
Family Office Research
Maryland
$287K
EFG
2178
Everhart Financial Group
Ohio
$286K
GRR
2179
Golden Reserve Retirement
Ohio
$286K
DWA
2180
Douglass Winthrop Advisors
New York
$285K
VPA
2181
Vernal Point Advisors
California
$285K
FRA
2182
Frank Rimerman Advisors
California
$284K
FAM
2183
Flaharty Asset Management
Florida
$282K
DWM
2184
Denver Wealth Management
Colorado
$282K
SOAMC
2185
Spirit of America Management Corp
New York
$281K
ARA
2186
Alexander Randolph Advisory
Virginia
$281K
TNA
2187
True North Advisors
Texas
$280K
AOWM
2188
Asset One Wealth Management
Washington
$280K
PCM
2189
Princeton Capital Management
New Jersey
$280K
4WM
2190
4J Wealth Management
Virginia
$280K
LHP
2191
Lexington Hill Partners
Texas
$279K
IIA
2192
Integral Investment Advisors
California
$279K
AFA
2193
Alpha Financial Advisors
North Carolina
$279K
GA
2194
GSG Advisors
New Jersey
$278K
LWM
2195
Liberty Wealth Management
California
$278K
TWM
2196
Tripletail Wealth Management
Florida
$278K
RLIM
2197
Red Lighthouse Investment Management
New York
$277K
PMSA
2198
Patrick M. Sweeney & Associates
Illinois
$276K
SWG
2199
Summit Wealth Group
Vermont
$276K
CB
2200
Chris Bulman
California
$276K