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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
AWM
2201
Alterna Wealth Management
Texas
$275K
IP
2202
Intellectus Partners
California
$275K
TCM
2203
TABR Capital Management
California
$274K
CPW
2204
Cove Private Wealth
New York
$273K
NPT
2205
Nixon Peabody Trust
Massachusetts
$272K
CCM
2206
Chilton Capital Management
Texas
$271K
CAP
2207
Cordoba Advisory Partners
New York
$271K
CFG
2208
Clayton Financial Group
Missouri
$270K
AA
2209
Aufman Associates
Pennsylvania
$270K
HWA
2210
Heartwood Wealth Advisors
Virginia
$269K
RPA
2211
Rock Point Advisors
Vermont
$268K
AOWM
2212
Alpha Omega Wealth Management
Virginia
$268K
MCM
2213
Mengis Capital Management
Oregon
$268K
FFA
2214
Fi3 Financial Advisors
Indiana
$267K
GRWP
2215
Green Ridge Wealth Planning
New Jersey
$267K
SAM
2216
Strategy Asset Managers
California
$267K
BBES
2217
Buffalo Business & Estate Services
New York
$267K
FAT
2218
First American Trust
California
$266K
FVWA
2219
Foster Victor Wealth Advisors
South Carolina
$266K
AAS
2220
Annex Advisory Services
Wisconsin
$265K
CPCM
2221
Cardinal Point Capital Management
Ontario, Canada
$265K
MAM
2222
Mainsail Asset Management
Alabama
$264K
ARA
2223
Approach Retirement Advisors
Alabama
$264K
TP
2224
Trailhead Planners
Minnesota
$264K
DWM
2225
DecisionMap Wealth Management
Virginia
$264K