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iShares Core S&P Mid-Cap ETF

2,619 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 292 funds opening new positions, 1,083 increasing their positions, 910 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:

6% more funds holding in top 10

Funds holding in top 10: 338359 (+21)

1.7% more ownership

Funds ownership: 78.74%80.43% (+1.7%)

4% more capital invested

Capital invested by funds: $79.1B → $82.4B (+$3.23B)

Holders
2,619
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
359
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
HI
201
Human Investing
Oregon
$38.4M
GG
202
Greenwood Gearhart
Arkansas
$38.4M
SFA
203
Sequoia Financial Advisors
Ohio
$38.3M
AF
204
Allworth Financial
California
$38.2M
DIP
205
DT Investment Partners
Pennsylvania
$38M
Lazard Asset Management
206
Lazard Asset Management
New York
$37.8M
YIA
207
YHB Investment Advisors
Connecticut
$37.8M
PFPG
208
Pinnacle Financial Partners (Georgia)
Georgia
$37.1M
BFA
209
Beaumont Financial Advisors
Massachusetts
$37M
Fiera Capital (Canada)
210
Fiera Capital (Canada)
Quebec, Canada
$37M
DT
211
Diversified Trust
Tennessee
$37M
CWA
212
CJM Wealth Advisers
Virginia
$36.7M
UCFA
213
United Capital Financial Advisors
Texas
$36.6M
CIBC Private Wealth Group
214
CIBC Private Wealth Group
Georgia
$36.1M
TAM
215
Titleist Asset Management
Texas
$35.8M
FNBT
216
FineMark National Bank & Trust
Florida
$35.3M
VFA
217
Voya Financial Advisors
Connecticut
$34.9M
HI
218
Hudock Inc
Pennsylvania
$34.7M
CIA
219
Concurrent Investment Advisors
Florida
$34.6M
IWC
220
Integrated Wealth Concepts
Massachusetts
$34.5M
BWP
221
BlueStem Wealth Partners
Minnesota
$34.3M
PFA
222
Pure Financial Advisors
California
$34.3M
CFO
223
Callan Family Office
Pennsylvania
$33.6M
PPL
224
Planning Project LLC
Texas
$33.6M
Envestnet Portfolio Solutions
225
Envestnet Portfolio Solutions
Illinois
$33.5M