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iShares Core S&P Mid-Cap ETF

2,550 hedge funds and large institutions have $81.6B invested in iShares Core S&P Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 254 funds opening new positions, 1,068 increasing their positions, 897 reducing their positions, and 63 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:

3% more funds holding in top 10

Funds holding in top 10: 336346 (+10)

1.04% more ownership

Funds ownership: 78.67%79.71% (+1%)

3% more capital invested

Capital invested by funds: $79.1B → $81.6B (+$2.48B)

Holders
2,550
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
346
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
BF
2251
Brogan Financial
Tennessee
$229K
PSIWM
2252
Paradigm Strategies in Wealth Management
Minnesota
$229K
FF
2253
Fox Financial
Pennsylvania
$229K
HWMO
2254
Heritage Wealth Management (Ohio)
Ohio
$229K
PWMG
2255
Pinnacle Wealth Management Group
Michigan
$229K
FDCP
2256
Foster Dykema Cabot & Partners
Massachusetts
$228K
BFG
2257
Berger Financial Group
Minnesota
$227K
SW
2258
SMART Wealth
Nebraska
$227K
AIA
2259
Accelerate Investment Advisors
California
$227K
WPA
2260
Wealth Preservation Advisors
Tennessee
$226K
MFG
2261
Mustico Financial Group
New York
$226K
GG
2262
Gleason Group
Kentucky
$226K
DA
2263
Detalus Advisors
Missouri
$225K
HSG
2264
Helen Stephens Group
Texas
$225K
FFG
2265
Foundry Financial Group
New Hampshire
$225K
WF
2266
WealthPoint Financial
North Carolina
$223K
MHR
2267
Matthew Hamilton Rosenberg
$223K
WCAMG
2268
Woodard & Company Asset Management Group
North Carolina
$223K
PHAM
2269
Palisades Hudson Asset Management
Florida
$223K
AMIM
2270
Aull & Monroe Investment Management
Alabama
$223K
LFGO
2271
Legacy Financial Group (Oklahoma)
Oklahoma
$222K
FWM
2272
Focused Wealth Management
New York
$222K
GWA
2273
Gutierrez Wealth Advisory
Arkansas
$222K
PFA
2274
Pathway Financial Advisors
Vermont
$221K
WA
2275
Wealth Architects
California
$220K