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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
PMSA
2176
Patrick M. Sweeney & Associates
Illinois
$276K
SWG
2177
Summit Wealth Group
Vermont
$276K
CB
2178
Chris Bulman
California
$276K
AWM
2179
Alterna Wealth Management
Texas
$275K
IP
2180
Intellectus Partners
California
$275K
TCM
2181
TABR Capital Management
California
$274K
CPW
2182
Cove Private Wealth
New York
$273K
NPT
2183
Nixon Peabody Trust
Massachusetts
$272K
CCM
2184
Chilton Capital Management
Texas
$271K
CAP
2185
Cordoba Advisory Partners
New York
$271K
CFG
2186
Clayton Financial Group
Missouri
$270K
AA
2187
Aufman Associates
Pennsylvania
$270K
HWA
2188
Heartwood Wealth Advisors
Virginia
$269K
RPA
2189
Rock Point Advisors
Vermont
$268K
AOWM
2190
Alpha Omega Wealth Management
Virginia
$268K
MCM
2191
Mengis Capital Management
Oregon
$268K
FFA
2192
Fi3 Financial Advisors
Indiana
$267K
GRWP
2193
Green Ridge Wealth Planning
New Jersey
$267K
SAM
2194
Strategy Asset Managers
California
$267K
BBES
2195
Buffalo Business & Estate Services
New York
$267K
FAT
2196
First American Trust
California
$266K
FVWA
2197
Foster Victor Wealth Advisors
South Carolina
$266K
AAS
2198
Annex Advisory Services
Wisconsin
$265K
CPCM
2199
Cardinal Point Capital Management
Ontario, Canada
$265K
MAM
2200
Mainsail Asset Management
Alabama
$264K