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iShares Core S&P Mid-Cap ETF

2,619 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 292 funds opening new positions, 1,083 increasing their positions, 910 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:

6% more funds holding in top 10

Funds holding in top 10: 338359 (+21)

1.7% more ownership

Funds ownership: 78.74%80.43% (+1.7%)

4% more capital invested

Capital invested by funds: $79.1B → $82.4B (+$3.23B)

Holders
2,619
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
359
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
FCM
2301
Fogel Capital Management
Florida
$230K
CCC
2302
Compass Capital Corp
Massachusetts
$230K
DC
2303
Darrow Company
Massachusetts
$230K
BF
2304
Brogan Financial
Tennessee
$229K
PSIWM
2305
Paradigm Strategies in Wealth Management
Minnesota
$229K
FF
2306
Fox Financial
Pennsylvania
$229K
HWMO
2307
Heritage Wealth Management (Ohio)
Ohio
$229K
PWMG
2308
Pinnacle Wealth Management Group
Michigan
$229K
FDCP
2309
Foster Dykema Cabot & Partners
Massachusetts
$228K
BFG
2310
Berger Financial Group
Minnesota
$227K
SW
2311
SMART Wealth
Nebraska
$227K
AIA
2312
Accelerate Investment Advisors
California
$227K
WPA
2313
Wealth Preservation Advisors
Tennessee
$226K
MFG
2314
Mustico Financial Group
New York
$226K
GG
2315
Gleason Group
Kentucky
$226K
DA
2316
Detalus Advisors
Missouri
$225K
HSG
2317
Helen Stephens Group
Texas
$225K
FFG
2318
Foundry Financial Group
New Hampshire
$225K
WF
2319
WealthPoint Financial
North Carolina
$223K
MHR
2320
Matthew Hamilton Rosenberg
$223K
WCAMG
2321
Woodard & Company Asset Management Group
North Carolina
$223K
PHAM
2322
Palisades Hudson Asset Management
Florida
$223K
AMIM
2323
Aull & Monroe Investment Management
Alabama
$223K
LFGO
2324
Legacy Financial Group (Oklahoma)
Oklahoma
$222K
FWM
2325
Focused Wealth Management
New York
$222K