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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
BBA
2251
Braun-Bostich & Associates
Pennsylvania
$255K
VWA
2252
Visionary Wealth Advisors
Illinois
$255K
BHB
2253
Bank Hapoalim BM
Israel
$254K
AA
2254
Addison Advisors
Vermont
$254K
KWM
2255
Koa Wealth Management
California
$251K
BW
2256
Bravera Wealth
North Dakota
$251K
BFA
2257
Beacon Financial Advisory
Ohio
$250K
ORC
2258
O'Rourke & Company
Massachusetts
$249K
LWM
2259
LongView Wealth Management
Georgia
$249K
BC
2260
Burney Company
Virginia
$249K
ITC
2261
Inspire Trust Company
Nevada
$248K
NAG
2262
Northstar Advisory Group
New Jersey
$248K
ACM
2263
Andina Capital Management
Utah
$248K
HCM
2264
Hall Capital Management
Rhode Island
$248K
DF
2265
Dunhill Financial
United Kingdom
$247K
TWM
2266
Topsail Wealth Management
North Carolina
$246K
GIM
2267
Gold Investment Management
Alberta, Canada
$246K
BB
2268
Bell Bank
North Dakota
$246K
SA
2269
SPWM Advisors
Michigan
$245K
CST
2270
Charles Schwab Trust
Nevada
$245K
AFA
2271
Amicus Financial Advisors
Texas
$245K
ECA
2272
Elevated Capital Advisors
Utah
$243K
BAG
2273
Bridgewealth Advisory Group
California
$243K
MWM
2274
Manske Wealth Management
Texas
$243K
BCM
2275
BTC Capital Management
Iowa
$242K