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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
CFA
2276
Capstone Financial Advisors
Illinois
$233K
CWM
2277
Chemistry Wealth Management
New York
$232K
IWA
2278
Icon Wealth Advisors
Texas
$232K
AP
2279
Americana Partners
Texas
$231K
BWM
2280
Briggs Wealth Management
Connecticut
$231K
EWA
2281
Emergent Wealth Advisors
New York
$231K
BL
2282
BFSG LLC
California
$230K
CWMS
2283
Cannon Wealth Management Services
North Carolina
$230K
FCM
2284
Fogel Capital Management
Florida
$230K
CCC
2285
Compass Capital Corp
Massachusetts
$230K
DC
2286
Darrow Company
Massachusetts
$230K
BF
2287
Brogan Financial
Tennessee
$229K
PSIWM
2288
Paradigm Strategies in Wealth Management
Minnesota
$229K
FF
2289
Fox Financial
Pennsylvania
$229K
HWMO
2290
Heritage Wealth Management (Ohio)
Ohio
$229K
PWMG
2291
Pinnacle Wealth Management Group
Michigan
$229K
FDCP
2292
Foster Dykema Cabot & Partners
Massachusetts
$228K
BFG
2293
Berger Financial Group
Minnesota
$227K
SW
2294
SMART Wealth
Nebraska
$227K
AIA
2295
Accelerate Investment Advisors
California
$227K
WPA
2296
Wealth Preservation Advisors
Tennessee
$226K
MFG
2297
Mustico Financial Group
New York
$226K
GG
2298
Gleason Group
Kentucky
$226K
DA
2299
Detalus Advisors
Missouri
$225K
HSG
2300
Helen Stephens Group
Texas
$225K