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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
BCM
2251
BTC Capital Management
Iowa
$242K
FPB
2252
First PREMIER Bank
South Dakota
$242K
CFP
2253
Curran Financial Partners
South Carolina
$242K
W
2254
WPWealth
Texas
$241K
EP
2255
EPIQ Partners
Minnesota
$241K
SP
2256
Symmetry Partners
Connecticut
$240K
CAM
2257
Covenant Asset Management
New Jersey
$240K
SFG
2258
Shum Financial Group
California
$240K
FPW
2259
Fairvoy Private Wealth
Alabama
$239K
BIM
2260
Baldwin Investment Management
Pennsylvania
$239K
WFAG
2261
Worth Financial Advisory Group
North Carolina
$239K
AA
2262
Auctus Advisors
North Carolina
$237K
EC
2263
EdgeRock Capital
Colorado
$237K
GA
2264
GoalVest Advisory
New York
$237K
CB
2265
CNB Bank
Pennsylvania
$237K
CWA
2266
CM Wealth Advisors
Ohio
$237K
MGIA
2267
Matthew Goff Investment Advisor
Texas
$236K
PF
2268
Penney Financial
Texas
$236K
HIC
2269
Holderness Investments Company
North Carolina
$236K
WW
2270
Westshore Wealth
California
$236K
CCAL
2271
City Center Advisors LLC
Michigan
$235K
VCP
2272
Vista Capital Partners
Oregon
$235K
WFMPM
2273
Woodley Farra Manion Portfolio Management
Indiana
$234K
PWPS
2274
Pinnacle Wealth Planning Services
Ohio
$233K
RWP
2275
Reliant Wealth Planning
Kentucky
$233K