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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
ARA
2201
Approach Retirement Advisors
Alabama
$264K
TP
2202
Trailhead Planners
Minnesota
$264K
DWM
2203
DecisionMap Wealth Management
Virginia
$264K
MBFW
2204
Morton Brown Family Wealth
Pennsylvania
$264K
BW
2205
Balance Wealth
Ohio
$263K
GSF
2206
Grove Street Fiduciary
New Hampshire
$263K
CI
2207
Ceera Investments
Texas
$263K
JSA
2208
Jim Saulnier & Associates
Colorado
$263K
CCG
2209
Coastwise Capital Group
California
$263K
EWP
2210
Equity Wealth Partners
Missouri
$262K
GLA
2211
Great Lakes Advisors
Illinois
$262K
DPW
2212
DiNuzzo Private Wealth
Pennsylvania
$262K
SWRP
2213
Summit Wealth & Retirement Planning
California
$261K
IFS
2214
Ifrah Financial Services
Arkansas
$261K
SA
2215
Strategic Advisors
New York
$260K
RA
2216
Rise Advisors
New York
$259K
TCWM
2217
Total Clarity Wealth Management
Illinois
$258K
NB
2218
Northwest Bancshares
Pennsylvania
$257K
AWMM
2219
Aegis Wealth Management (Maryland)
Maryland
$257K
MPW
2220
Magnolia Private Wealth
Pennsylvania
$257K
RA
2221
Rodgers & Associates
Pennsylvania
$257K
FCIM
2222
Fairview Capital Investment Management
California
$257K
CRI
2223
Colonial River Investments
Virginia
$257K
IPW
2224
Inlet Private Wealth
Florida
$256K
SRWM
2225
Shira Ridge Wealth Management
California
$256K