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iShares Core S&P Mid-Cap ETF

2,577 hedge funds and large institutions have $81.7B invested in iShares Core S&P Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 269 funds opening new positions, 1,073 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)

1.03% more ownership

Funds ownership: 78.69%79.72% (+1%)

3% more capital invested

Capital invested by funds: $79.1B → $81.7B (+$2.56B)

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
GRA
2301
Golden Road Advisors
Florida
$219K
FFA
2302
Frazier Financial Advisors
Ohio
$218K
LWP
2303
LeClair Wealth Partners
Ohio
$218K
OC
2304
Opal Capital
Florida
$218K
LCM
2305
Lazari Capital Management
California
$218K
RYIA
2306
Roehl & Yi Investment Advisors
Oregon
$218K
BBFA
2307
Brindle & Bay Financial Advisors
Texas
$218K
WSWA
2308
Warren Street Wealth Advisors
California
$217K
ACM
2309
Aspen Capital Management
Idaho
$216K
FFO
2310
Fiduciary Family Office
Florida
$216K
5NPW
2311
55 North Private Wealth
Florida
$216K
STCOSD
2312
Sageworth Trust Company of South Dakota
South Dakota
$216K
SN
2313
Sittner & Nelson
Oregon
$215K
CWP
2314
Cyndeo Wealth Partners
Florida
$215K
IC
2315
Inscription Capital
Texas
$214K
MWA
2316
Monograph Wealth Advisors
California
$213K
ALWM
2317
Andrews Lucia Wealth Management
California
$213K
CCM
2318
Cannon Capital Management
Utah
$212K
SW
2319
SteelPeak Wealth
California
$212K
AC
2320
Asio Capital
Kentucky
$212K
QLSGSCF
2321
Quent Long Short Global Small Cap Fund
New York
$212K
QC
2322
Quent Capital
New York
$212K
FDS
2323
Freedom Day Solutions
Texas
$212K
CA
2324
Cornerstone Advisory
Maryland
$211K
BWP
2325
Baldwin Wealth Partners
Massachusetts
$211K