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iShares Core S&P Mid-Cap ETF

2,577 hedge funds and large institutions have $82B invested in iShares Core S&P Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 268 funds opening new positions, 1,074 increasing their positions, 902 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:

4% more funds holding in top 10

Funds holding in top 10: 336349 (+13)

1.35% more ownership

Funds ownership: 78.69%80.04% (+1.3%)

4% more capital invested

Capital invested by funds: $79.1B → $82B (+$2.88B)

Holders
2,577
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
349
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
CB
2251
CNB Bank
Pennsylvania
$237K
CWA
2252
CM Wealth Advisors
Ohio
$237K
MGIA
2253
Matthew Goff Investment Advisor
Texas
$236K
PF
2254
Penney Financial
Texas
$236K
HIC
2255
Holderness Investments Company
North Carolina
$236K
WW
2256
Westshore Wealth
California
$236K
CCAL
2257
City Center Advisors LLC
Michigan
$235K
VCP
2258
Vista Capital Partners
Oregon
$235K
WFMPM
2259
Woodley Farra Manion Portfolio Management
Indiana
$234K
PWPS
2260
Pinnacle Wealth Planning Services
Ohio
$233K
RWP
2261
Reliant Wealth Planning
Kentucky
$233K
CFA
2262
Capstone Financial Advisors
Illinois
$233K
CWM
2263
Chemistry Wealth Management
New York
$232K
IWA
2264
Icon Wealth Advisors
Texas
$232K
AP
2265
Americana Partners
Texas
$231K
BWM
2266
Briggs Wealth Management
Connecticut
$231K
EWA
2267
Emergent Wealth Advisors
New York
$231K
BL
2268
BFSG LLC
California
$230K
CWMS
2269
Cannon Wealth Management Services
North Carolina
$230K
FCM
2270
Fogel Capital Management
Florida
$230K
CCC
2271
Compass Capital Corp
Massachusetts
$230K
DC
2272
Darrow Company
Massachusetts
$230K
BF
2273
Brogan Financial
Tennessee
$229K
PSIWM
2274
Paradigm Strategies in Wealth Management
Minnesota
$229K
FF
2275
Fox Financial
Pennsylvania
$229K