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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
MBFW
2226
Morton Brown Family Wealth
Pennsylvania
$264K
BW
2227
Balance Wealth
Ohio
$263K
GSF
2228
Grove Street Fiduciary
New Hampshire
$263K
CI
2229
Ceera Investments
Texas
$263K
JSA
2230
Jim Saulnier & Associates
Colorado
$263K
CCG
2231
Coastwise Capital Group
California
$263K
EWP
2232
Equity Wealth Partners
Missouri
$262K
GLA
2233
Great Lakes Advisors
Illinois
$262K
DPW
2234
DiNuzzo Private Wealth
Pennsylvania
$262K
SWRP
2235
Summit Wealth & Retirement Planning
California
$261K
IFS
2236
Ifrah Financial Services
Arkansas
$261K
SA
2237
Strategic Advisors
New York
$260K
RA
2238
Rise Advisors
New York
$259K
DG
2239
Dala Group
Illinois
$259K
TCWM
2240
Total Clarity Wealth Management
Illinois
$258K
NB
2241
Northwest Bancshares
Pennsylvania
$257K
AWMM
2242
Aegis Wealth Management (Maryland)
Maryland
$257K
MPW
2243
Magnolia Private Wealth
Pennsylvania
$257K
RA
2244
Rodgers & Associates
Pennsylvania
$257K
FCIM
2245
Fairview Capital Investment Management
California
$257K
CRI
2246
Colonial River Investments
Virginia
$257K
IPW
2247
Inlet Private Wealth
Florida
$256K
SRWM
2248
Shira Ridge Wealth Management
California
$256K
LSL
2249
Legacy Solutions LLC
Pennsylvania
$256K
CF
2250
Collier Financial
Colorado
$255K