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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
LSL
2226
Legacy Solutions LLC
Pennsylvania
$256K
CF
2227
Collier Financial
Colorado
$255K
BBA
2228
Braun-Bostich & Associates
Pennsylvania
$255K
VWA
2229
Visionary Wealth Advisors
Illinois
$255K
BHB
2230
Bank Hapoalim BM
Israel
$254K
AA
2231
Addison Advisors
Vermont
$254K
KWM
2232
Koa Wealth Management
California
$251K
BFA
2233
Beacon Financial Advisory
Ohio
$250K
ORC
2234
O'Rourke & Company
Massachusetts
$249K
LWM
2235
LongView Wealth Management
Georgia
$249K
BC
2236
Burney Company
Virginia
$249K
ITC
2237
Inspire Trust Company
Nevada
$248K
NAG
2238
Northstar Advisory Group
New Jersey
$248K
ACM
2239
Andina Capital Management
Utah
$248K
HCM
2240
Hall Capital Management
Rhode Island
$248K
DF
2241
Dunhill Financial
United Kingdom
$247K
TWM
2242
Topsail Wealth Management
North Carolina
$246K
GIM
2243
Gold Investment Management
Alberta, Canada
$246K
BB
2244
Bell Bank
North Dakota
$246K
SA
2245
SPWM Advisors
Michigan
$245K
CST
2246
Charles Schwab Trust
Nevada
$245K
AFA
2247
Amicus Financial Advisors
Texas
$245K
ECA
2248
Elevated Capital Advisors
Utah
$243K
BAG
2249
Bridgewealth Advisory Group
California
$243K
MWM
2250
Manske Wealth Management
Texas
$243K