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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
CFA
2301
Capstone Financial Advisors
Illinois
$233K
CWM
2302
Chemistry Wealth Management
New York
$232K
IWA
2303
Icon Wealth Advisors
Texas
$232K
AP
2304
Americana Partners
Texas
$231K
BWM
2305
Briggs Wealth Management
Connecticut
$231K
EWA
2306
Emergent Wealth Advisors
New York
$231K
BL
2307
BFSG LLC
California
$230K
CWMS
2308
Cannon Wealth Management Services
North Carolina
$230K
FCM
2309
Fogel Capital Management
Florida
$230K
CCC
2310
Compass Capital Corp
Massachusetts
$230K
DC
2311
Darrow Company
Massachusetts
$230K
BF
2312
Brogan Financial
Tennessee
$229K
PSIWM
2313
Paradigm Strategies in Wealth Management
Minnesota
$229K
FF
2314
Fox Financial
Pennsylvania
$229K
HWMO
2315
Heritage Wealth Management (Ohio)
Ohio
$229K
PWMG
2316
Pinnacle Wealth Management Group
Michigan
$229K
FDCP
2317
Foster Dykema Cabot & Partners
Massachusetts
$228K
BFG
2318
Berger Financial Group
Minnesota
$227K
SW
2319
SMART Wealth
Nebraska
$227K
AIA
2320
Accelerate Investment Advisors
California
$227K
WPA
2321
Wealth Preservation Advisors
Tennessee
$226K
MFG
2322
Mustico Financial Group
New York
$226K
GG
2323
Gleason Group
Kentucky
$226K
DA
2324
Detalus Advisors
Missouri
$225K
HSG
2325
Helen Stephens Group
Texas
$225K