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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
FPB
2276
First PREMIER Bank
South Dakota
$242K
CFP
2277
Curran Financial Partners
South Carolina
$242K
W
2278
WPWealth
Texas
$241K
EP
2279
EPIQ Partners
Minnesota
$241K
SP
2280
Symmetry Partners
Connecticut
$240K
CAM
2281
Covenant Asset Management
New Jersey
$240K
SFG
2282
Shum Financial Group
California
$240K
FPW
2283
Fairvoy Private Wealth
Alabama
$239K
TWM
2284
Tortuga Wealth Management
California
$239K
BIM
2285
Baldwin Investment Management
Pennsylvania
$239K
WFAG
2286
Worth Financial Advisory Group
North Carolina
$239K
AA
2287
Auctus Advisors
North Carolina
$237K
EC
2288
EdgeRock Capital
Colorado
$237K
GA
2289
GoalVest Advisory
New York
$237K
CB
2290
CNB Bank
Pennsylvania
$237K
CWA
2291
CM Wealth Advisors
Ohio
$237K
MGIA
2292
Matthew Goff Investment Advisor
Texas
$236K
PF
2293
Penney Financial
Texas
$236K
HIC
2294
Holderness Investments Company
North Carolina
$236K
WW
2295
Westshore Wealth
California
$236K
CCAL
2296
City Center Advisors LLC
Michigan
$235K
VCP
2297
Vista Capital Partners
Oregon
$235K
WFMPM
2298
Woodley Farra Manion Portfolio Management
Indiana
$234K
PWPS
2299
Pinnacle Wealth Planning Services
Ohio
$233K
RWP
2300
Reliant Wealth Planning
Kentucky
$233K