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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
HWMO
2276
Heritage Wealth Management (Ohio)
Ohio
$229K
PWMG
2277
Pinnacle Wealth Management Group
Michigan
$229K
FDCP
2278
Foster Dykema Cabot & Partners
Massachusetts
$228K
BFG
2279
Berger Financial Group
Minnesota
$227K
SW
2280
SMART Wealth
Nebraska
$227K
AIA
2281
Accelerate Investment Advisors
California
$227K
WPA
2282
Wealth Preservation Advisors
Tennessee
$226K
MFG
2283
Mustico Financial Group
New York
$226K
GG
2284
Gleason Group
Kentucky
$226K
DA
2285
Detalus Advisors
Missouri
$225K
HSG
2286
Helen Stephens Group
Texas
$225K
FFG
2287
Foundry Financial Group
New Hampshire
$225K
WF
2288
WealthPoint Financial
North Carolina
$223K
MHR
2289
Matthew Hamilton Rosenberg
$223K
WCAMG
2290
Woodard & Company Asset Management Group
North Carolina
$223K
PHAM
2291
Palisades Hudson Asset Management
Florida
$223K
AMIM
2292
Aull & Monroe Investment Management
Alabama
$223K
LFGO
2293
Legacy Financial Group (Oklahoma)
Oklahoma
$222K
FWM
2294
Focused Wealth Management
New York
$222K
GWA
2295
Gutierrez Wealth Advisory
Arkansas
$222K
PFA
2296
Pathway Financial Advisors
Vermont
$221K
WA
2297
Wealth Architects
California
$220K
SFP
2298
Strategic Financial Planning
Texas
$220K
FWM
2299
Foguth Wealth Management
Michigan
$220K
TAM
2300
TCP Asset Management
Ohio
$219K